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 | $65,554 | $90,348-27.4% | $75,972-13.7% | $145,922-55.1% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 10.96% | 620.88%-609.9pp | 359.55%-348.6pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,691 | $3,311-48.9% | $2,685-37.0% | $4,660-63.7% |
| Participant deferral / active EE | $1,459 | $5,162-71.7% | $4,255-65.7% | $6,688-78.2% |
| Admin fee / account holder | $695 | $8,467-91.8% | $6,467-89.3% | $13,397-94.8% |