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 | $69,805 | $159,901-56.3% | $146,958-52.5% | $145,922-52.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 17.16% | 98.13%-81.0pp | 418.34%-401.2pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,291 | $5,286-75.6% | $4,933-73.8% | $4,660-72.3% |
| Participant deferral / active EE | $4,176 | $8,428-50.5% | $8,070-48.3% | $6,688-37.6% |
| Admin fee / account holder | $32,998 | $15,044+119.3% | $12,998+153.9% | $13,397+146.3% |