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 | $73,065 | $176,056-58.5% | $159,436-54.2% | $167,490-56.4% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 11.71% | 331.75%-320.0pp | 263.57%-251.9pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,864 | $5,297-45.9% | $4,829-40.7% | $4,837-40.8% |
| Participant deferral / active EE | $12,180 | $7,750+57.2% | $7,352+65.7% | $6,341+92.1% |
| Admin fee / account holder | $19,147 | $12,554+52.5% | $10,799+77.3% | $12,309+55.6% |