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 | $64,092 | $183,519-65.1% | $155,509-58.8% | $145,922-56.1% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 13.14% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,343 | $5,313-37.1% | $4,672-28.5% | $4,660-28.3% |
| Participant deferral / active EE | $5,396 | $6,462-16.5% | $5,626-4.1% | $6,688-19.3% |
| Admin fee / account holder | $850 | $19,313-95.6% | $15,912-94.7% | $13,397-93.7% |