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 | $77,915 | $124,319-37.3% | $111,297-30.0% | $167,490-53.5% |
| Participation rate | 87.0% | 79.6%+7.3pp | 77.3%+9.6pp | 82.1%+4.9pp |
| Annual return | 11.55% | 37.44%-25.9pp | 54.65%-43.1pp | 478.56%-467.0pp |
| Employer contribution / active EE | $1,144 | $3,435-66.7% | $2,731-58.1% | $4,837-76.3% |
| Participant deferral / active EE | $2,527 | $5,180-51.2% | $4,487-43.7% | $6,341-60.1% |
| Admin fee / account holder | $2,108 | $10,618-80.1% | $7,964-73.5% | $12,309-82.9% |