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 | $97,741 | $142,405-31.4% | $115,157-15.1% | $152,861-36.1% |
| Participation rate | 85.7% | 82.4%+3.4pp | 75.9%+9.8pp | 82.4%+3.3pp |
| Annual return | 18.82% | 41.48%-22.7pp | 35.60%-16.8pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,404 | $4,010-40.0% | $3,179-24.4% | $4,762-49.5% |
| Participant deferral / active EE | $5,721 | $5,164+10.8% | $4,168+37.2% | $5,850-2.2% |
| Admin fee / account holder | $440 | $8,462-94.8% | $7,088-93.8% | $11,596-96.2% |