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 | $68,480 | $114,381-40.1% | $107,525-36.3% | $142,382-51.9% |
| Participation rate | 95.8% | 78.1%+17.7pp | 75.1%+20.8pp | 80.1%+15.7pp |
| Annual return | 12.95% | 242.71%-229.8pp | 181.32%-168.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,014 | $4,015-74.7% | $3,754-73.0% | $4,299-76.4% |
| Participant deferral / active EE | $5,309 | $5,564-4.6% | $5,116+3.8% | $6,507-18.4% |
| Admin fee / account holder | $10,797 | $9,860+9.5% | $8,919+21.1% | $12,624-14.5% |