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 | $87,037 | $154,117-43.5% | $129,995-33.0% | $139,434-37.6% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.5%+9.7pp | 80.3%+7.9pp |
| Annual return | 15.69% | 32.48%-16.8pp | -137.18%+152.9pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,029 | $5,289-61.6% | $4,320-53.0% | $4,751-57.3% |
| Participant deferral / active EE | $3,582 | $6,710-46.6% | $5,820-38.5% | $6,710-46.6% |
| Admin fee / account holder | $25,477 | $14,007+81.9% | $10,614+140.0% | $11,403+123.4% |