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 | $72,838 | $101,069-27.9% | $81,478-10.6% | $147,584-50.6% |
| Participation rate | 84.2% | 74.5%+9.8pp | 68.0%+16.3pp | 82.8%+1.4pp |
| Annual return | 14.88% | 32.40%-17.5pp | 38.78%-23.9pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,368 | $3,205-57.3% | $2,568-46.7% | $4,876-71.9% |
| Participant deferral / active EE | $5,222 | $4,242+23.1% | $3,537+47.7% | $5,439-4.0% |
| Admin fee / account holder | $3,058 | $5,812-47.4% | $4,561-33.0% | $10,885-71.9% |