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 | $83,261 | $137,414-39.4% | $189,513-56.1% | $85,850-3.0% |
| Participation rate | 85.7% | 84.6%+1.1pp | 87.8%-2.1pp | 69.3%+16.4pp |
| Annual return | 23.63% | 38.14%-14.5pp | 555.15%-531.5pp | 318.53%-294.9pp |
| Employer contribution / active EE | $3,213 | $4,344-26.0% | $6,162-47.9% | $2,565+25.3% |
| Participant deferral / active EE | $4,972 | $6,260-20.6% | $8,221-39.5% | $3,952+25.8% |
| Admin fee / account holder | $582 | $8,630-93.3% | $12,045-95.2% | $6,260-90.7% |