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 | $55,561 | $115,770-52.0% | $101,248-45.1% | $158,922-65.0% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 13.33% | 56.14%-42.8pp | 46.47%-33.1pp | 302.83%-289.5pp |
| Employer contribution / active EE | $3,398 | $4,175-18.6% | $3,660-7.1% | $4,761-28.6% |
| Participant deferral / active EE | $2,255 | $4,957-54.5% | $4,370-48.4% | $5,982-62.3% |
| Admin fee / account holder | $6,132 | $7,245-15.4% | $5,945+3.1% | $11,246-45.5% |