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 | $68,884 | $162,781-57.7% | $133,956-48.6% | $158,922-56.7% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 19.36% | 41.94%-22.6pp | 45.09%-25.7pp | 302.83%-283.5pp |
| Employer contribution / active EE | $2,174 | $4,975-56.3% | $3,919-44.5% | $4,761-54.3% |
| Participant deferral / active EE | $3,345 | $5,911-43.4% | $5,048-33.7% | $5,982-44.1% |
| Admin fee / account holder | $1,197 | $11,736-89.8% | $8,927-86.6% | $11,246-89.4% |