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 | $70,854 | $165,984-57.3% | $164,813-57.0% | $145,922-51.4% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.5pp |
| Annual return | 9.96% | 100.03%-90.1pp | 69.93%-60.0pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,012 | $5,273-61.8% | $4,341-53.7% | $4,660-56.8% |
| Participant deferral / active EE | $4,257 | $6,959-38.8% | $6,031-29.4% | $6,688-36.3% |
| Admin fee / account holder | $30,593 | $16,648+83.8% | $12,690+141.1% | $13,397+128.4% |