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 | $61,326 | $111,754-45.1% | $103,333-40.7% | $145,922-58.0% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.5%+10.5pp | 80.3%+4.7pp |
| Annual return | 13.76% | 24.77%-11.0pp | 24.88%-11.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,492 | $4,212-64.6% | $3,868-61.4% | $4,660-68.0% |
| Participant deferral / active EE | $5,157 | $5,619-8.2% | $5,057+2.0% | $6,688-22.9% |
| Admin fee / account holder | $576 | $9,750-94.1% | $8,355-93.1% | $13,397-95.7% |