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 | $62,961 | $112,096-43.8% | $95,952-34.4% | $158,922-60.4% |
| Participation rate | 91.3% | 79.0%+12.3pp | 77.1%+14.2pp | 82.0%+9.3pp |
| Annual return | 13.14% | 171.09%-158.0pp | 91.61%-78.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,964 | $3,198-38.6% | $2,541-22.7% | $4,761-58.7% |
| Participant deferral / active EE | $3,277 | $4,784-31.5% | $4,167-21.4% | $5,982-45.2% |
| Admin fee / account holder | $1,719 | $10,130-83.0% | $6,795-74.7% | $11,246-84.7% |