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 | $72,174 | $100,901-28.5% | $75,670-4.6% | $147,584-51.1% |
| Participation rate | 87.5% | 77.1%+10.4pp | 72.3%+15.2pp | 82.8%+4.7pp |
| Annual return | 20.34% | 35.78%-15.4pp | 27.34%-7.0pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,176 | $3,253-63.8% | $2,352-50.0% | $4,876-75.9% |
| Participant deferral / active EE | $4,705 | $4,027+16.8% | $3,142+49.7% | $5,439-13.5% |
| Admin fee / account holder | $594 | $11,285-94.7% | $5,800-89.8% | $10,885-94.5% |