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 | $64,562 | $98,240-34.3% | $82,313-21.6% | $147,584-56.3% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 16.14% | 30.85%-14.7pp | 25.88%-9.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,153 | $3,192-63.9% | $2,428-52.5% | $4,876-76.4% |
| Participant deferral / active EE | $1,740 | $4,383-60.3% | $3,706-53.1% | $5,439-68.0% |
| Admin fee / account holder | $2,844 | $8,563-66.8% | $5,608-49.3% | $10,885-73.9% |