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 | $69,319 | $154,117-55.0% | $129,995-46.7% | $139,434-50.3% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 15.77% | 32.48%-16.7pp | -137.18%+152.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $3,876 | $5,289-26.7% | $4,320-10.3% | $4,751-18.4% |
| Participant deferral / active EE | $3,118 | $6,710-53.5% | $5,820-46.4% | $6,710-53.5% |
| Admin fee / account holder | $2,489 | $14,007-82.2% | $10,614-76.6% | $11,403-78.2% |