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 | $65,837 | $107,934-39.0% | $91,989-28.4% | $152,861-56.9% |
| Participation rate | 78.9% | 81.2%-2.2pp | 78.6%+0.3pp | 82.4%-3.5pp |
| Annual return | 22.95% | 89.24%-66.3pp | 69.02%-46.1pp | 345.32%-322.4pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,067 | $6,364-51.8% | $5,923-48.2% | $5,850-47.6% |
| Admin fee / account holder | $390 | $10,520-96.3% | $7,743-95.0% | $11,596-96.6% |