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 | $60,685 | $91,037-33.3% | $71,671-15.3% | $147,584-58.9% |
| Participation rate | 71.4% | 76.1%-4.7pp | 68.7%+2.7pp | 82.8%-11.4pp |
| Annual return | 15.68% | 20.48%-4.8pp | 20.65%-5.0pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,211 | $3,327-63.6% | $2,460-50.8% | $4,876-75.2% |
| Participant deferral / active EE | $4,133 | $4,498-8.1% | $3,438+20.2% | $5,439-24.0% |
| Admin fee / account holder | $426 | $8,613-95.1% | $5,558-92.3% | $10,885-96.1% |