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 | $82,590 | $112,096-26.3% | $95,952-13.9% | $158,922-48.0% |
| Participation rate | 88.2% | 79.0%+9.3pp | 77.1%+11.2pp | 82.0%+6.3pp |
| Annual return | 12.37% | 171.09%-158.7pp | 91.61%-79.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,793 | $3,198-43.9% | $2,541-29.4% | $4,761-62.3% |
| Participant deferral / active EE | $5,309 | $4,784+11.0% | $4,167+27.4% | $5,982-11.3% |
| Admin fee / account holder | $899 | $10,130-91.1% | $6,795-86.8% | $11,246-92.0% |