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 | $74,103 | $99,652-25.6% | $78,778-5.9% | $147,584-49.8% |
| Participation rate | 93.8% | 76.2%+17.5pp | 69.2%+24.6pp | 82.8%+10.9pp |
| Annual return | 10.43% | 47.28%-36.9pp | 35.62%-25.2pp | 578.55%-568.1pp |
| Employer contribution / active EE | $1,614 | $2,796-42.3% | $1,986-18.7% | $4,876-66.9% |
| Participant deferral / active EE | $2,651 | $3,664-27.6% | $2,958-10.4% | $5,439-51.3% |
| Admin fee / account holder | $1,476 | $7,155-79.4% | $5,134-71.2% | $10,885-86.4% |