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 | $25,196 | $118,849-78.8% | $96,562-73.9% | $167,490-85.0% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 16.83% | 50.49%-33.7pp | 37.78%-20.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,082 | $3,120-65.3% | $2,356-54.1% | $4,837-77.6% |
| Participant deferral / active EE | $1,520 | $4,616-67.1% | $3,849-60.5% | $6,341-76.0% |
| Admin fee / account holder | $1,675 | $8,065-79.2% | $6,181-72.9% | $12,309-86.4% |