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 | $88,770 | $137,414-35.4% | $189,513-53.2% | $85,850+3.4% |
| Participation rate | 92.0% | 84.6%+7.4pp | 87.8%+4.2pp | 69.3%+22.7pp |
| Annual return | 13.84% | 38.14%-24.3pp | 555.15%-541.3pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,480 | $4,344-65.9% | $6,162-76.0% | $2,565-42.3% |
| Participant deferral / active EE | $3,349 | $6,260-46.5% | $8,221-59.3% | $3,952-15.2% |
| Admin fee / account holder | $747 | $8,630-91.3% | $12,045-93.8% | $6,260-88.1% |