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 | $64,505 | $148,534-56.6% | $135,903-52.5% | $139,434-53.7% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 16.56% | 79.19%-62.6pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,308 | $5,243-56.0% | $4,856-52.5% | $4,751-51.4% |
| Participant deferral / active EE | $3,696 | $8,100-54.4% | $7,758-52.4% | $6,710-44.9% |
| Admin fee / account holder | $3,746 | $12,400-69.8% | $10,762-65.2% | $11,403-67.1% |