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 | $62,045 | $133,958-53.7% | $112,228-44.7% | $134,475-53.9% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | 2.83% | 47.11%-44.3pp | 27.45%-24.6pp | 417.96%-415.1pp |
| Employer contribution / active EE | $2,941 | $4,038-27.2% | $3,635-19.1% | $4,740-37.9% |
| Participant deferral / active EE | $4,955 | $5,291-6.3% | $4,728+4.8% | $6,400-22.6% |
| Admin fee / account holder | $1,565 | $7,489-79.1% | $6,410-75.6% | $11,426-86.3% |