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 | $72,969 | $112,096-34.9% | $95,952-24.0% | $158,922-54.1% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 14.41% | 171.09%-156.7pp | 91.61%-77.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,486 | $3,198-53.5% | $2,541-41.5% | $4,761-68.8% |
| Participant deferral / active EE | $2,824 | $4,784-41.0% | $4,167-32.2% | $5,982-52.8% |
| Admin fee / account holder | $1,538 | $10,130-84.8% | $6,795-77.4% | $11,246-86.3% |