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 | $71,494 | $150,187-52.4% | $120,354-40.6% | $145,922-51.0% |
| Participation rate | 72.2% | 78.8%-6.5pp | 71.9%+0.3pp | 80.3%-8.1pp |
| Annual return | 12.58% | 154.07%-141.5pp | 107.15%-94.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,544 | $4,348-64.5% | $3,463-55.4% | $4,660-66.9% |
| Participant deferral / active EE | $1,948 | $6,173-68.5% | $4,991-61.0% | $6,688-70.9% |
| Admin fee / account holder | $1,167 | $12,207-90.4% | $9,423-87.6% | $13,397-91.3% |