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 | $45,926 | $133,922-65.7% | $116,228-60.5% | $142,382-67.7% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.6%+10.4pp | 80.1%+4.9pp |
| Annual return | 14.86% | 147.76%-132.9pp | 90.06%-75.2pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,259 | $3,446-63.5% | $2,994-58.0% | $4,299-70.7% |
| Participant deferral / active EE | $1,684 | $5,672-70.3% | $4,953-66.0% | $6,507-74.1% |
| Admin fee / account holder | $2,494 | $14,945-83.3% | $11,989-79.2% | $12,624-80.2% |