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 | $64,754 | $125,758-48.5% | $169,993-61.9% | $75,163-13.8% |
| Participation rate | 90.7% | 83.6%+7.1pp | 87.0%+3.7pp | 67.2%+23.5pp |
| Annual return | 16.34% | 27.20%-10.9pp | 53.37%-37.0pp | 160.62%-144.3pp |
| Employer contribution / active EE | $2,016 | $4,615-56.3% | $6,785-70.3% | $2,670-24.5% |
| Participant deferral / active EE | $3,903 | $6,837-42.9% | $10,408-62.5% | $4,125-5.4% |
| Admin fee / account holder | $718 | $8,173-91.2% | $12,815-94.4% | $5,651-87.3% |