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 | $73,115 | $111,724-34.6% | $93,606-21.9% | $145,922-49.9% |
| Participation rate | 78.6% | 74.2%+4.4pp | 68.7%+9.9pp | 80.3%-1.7pp |
| Annual return | 13.21% | 202.98%-189.8pp | 133.20%-120.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,544 | $3,090-50.0% | $2,420-36.2% | $4,660-66.9% |
| Participant deferral / active EE | $2,350 | $4,912-52.1% | $4,411-46.7% | $6,688-64.9% |
| Admin fee / account holder | $796 | $10,250-92.2% | $8,285-90.4% | $13,397-94.1% |