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 | $94,332 | $118,849-20.6% | $96,562-2.3% | $167,490-43.7% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.8%+14.8pp | 82.1%+2.5pp |
| Annual return | 20.60% | 50.49%-29.9pp | 37.78%-17.2pp | 478.56%-458.0pp |
| Employer contribution / active EE | $1,975 | $3,120-36.7% | $2,356-16.2% | $4,837-59.2% |
| Participant deferral / active EE | $2,384 | $4,616-48.4% | $3,849-38.1% | $6,341-62.4% |
| Admin fee / account holder | $1,922 | $8,065-76.2% | $6,181-68.9% | $12,309-84.4% |