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 | $71,769 | $159,934-55.1% | $147,005-51.2% | $145,959-50.8% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 11.62% | 98.24%-86.6pp | 418.76%-407.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $1,516 | $5,287-71.3% | $4,934-69.3% | $4,661-67.5% |
| Participant deferral / active EE | $6,654 | $8,427-21.0% | $8,070-17.5% | $6,689-0.5% |
| Admin fee / account holder | $14,850 | $15,053-1.3% | $13,006+14.2% | $13,398+10.8% |