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 | $68,310 | $109,982-37.9% | $97,226-29.7% | $145,922-53.2% |
| Participation rate | 73.3% | 75.9%-2.6pp | 72.7%+0.6pp | 80.3%-6.9pp |
| Annual return | 12.38% | 242.90%-230.5pp | 75.13%-62.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,928 | $3,084-37.5% | $2,729-29.4% | $4,660-58.6% |
| Participant deferral / active EE | $3,992 | $4,676-14.6% | $4,264-6.4% | $6,688-40.3% |
| Admin fee / account holder | $2,582 | $6,221-58.5% | $5,654-54.3% | $13,397-80.7% |