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 | $70,801 | $95,416-25.8% | $185,823-61.9% | $85,850-17.5% |
| Participation rate | 93.8% | 68.8%+25.1pp | 81.7%+12.1pp | 69.3%+24.5pp |
| Annual return | 15.34% | 23.59%-8.2pp | 122.05%-106.7pp | 318.53%-303.2pp |
| Employer contribution / active EE | $2,694 | $3,314-18.7% | $5,167-47.9% | $2,565+5.0% |
| Participant deferral / active EE | $1,987 | $3,423-42.0% | $5,568-64.3% | $3,952-49.7% |
| Admin fee / account holder | $765 | $7,213-89.4% | $16,237-95.3% | $6,260-87.8% |