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 | $69,516 | $100,901-31.1% | $75,670-8.1% | $147,584-52.9% |
| Participation rate | 86.7% | 77.1%+9.5pp | 72.3%+14.3pp | 82.8%+3.8pp |
| Annual return | 20.13% | 35.78%-15.6pp | 27.34%-7.2pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,308 | $3,253-29.1% | $2,352-1.9% | $4,876-52.7% |
| Participant deferral / active EE | $854 | $4,027-78.8% | $3,142-72.8% | $5,439-84.3% |
| Admin fee / account holder | $3,931 | $11,285-65.2% | $5,800-32.2% | $10,885-63.9% |