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 | $86,639 | $90,600-4.4% | $79,464+9.0% | $135,375-36.0% |
| Participation rate | 84.6% | 76.0%+8.6pp | 73.3%+11.3pp | 82.6%+2.0pp |
| Annual return | 1.82% | 977.43%-975.6pp | 718.14%-716.3pp | 519.73%-517.9pp |
| Employer contribution / active EE | $308 | $3,068-89.9% | $2,800-89.0% | $4,779-93.5% |
| Participant deferral / active EE | $2,000 | $4,050-50.6% | $3,704-46.0% | $5,609-64.3% |
| Admin fee / account holder | $5,395 | $5,907-8.7% | $5,113+5.5% | $10,827-50.2% |