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 | $68,619 | $103,376-33.6% | $87,100-21.2% | $152,861-55.1% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 15.92% | 28.10%-12.2pp | 28.19%-12.3pp | 345.32%-329.4pp |
| Employer contribution / active EE | $5,054 | $3,220+57.0% | $2,521+100.5% | $4,762+6.1% |
| Participant deferral / active EE | $2,486 | $4,778-48.0% | $4,049-38.6% | $5,850-57.5% |
| Admin fee / account holder | $4,037 | $12,205-66.9% | $7,497-46.1% | $11,596-65.2% |