See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,449 | $98,240-33.4% | $82,313-20.5% | $147,584-55.7% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 14.98% | 30.85%-15.9pp | 25.88%-10.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,469 | $3,192-54.0% | $2,428-39.5% | $4,876-69.9% |
| Participant deferral / active EE | $3,699 | $4,383-15.6% | $3,706-0.2% | $5,439-32.0% |
| Admin fee / account holder | $1,153 | $8,563-86.5% | $5,608-79.4% | $10,885-89.4% |