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 | $60,161 | $115,882-48.1% | $100,516-40.1% | $158,922-62.1% |
| Participation rate | 93.8% | 81.6%+12.2pp | 79.4%+14.3pp | 82.0%+11.8pp |
| Annual return | 12.15% | 34.79%-22.6pp | 30.89%-18.7pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,910 | $4,103-53.5% | $3,418-44.1% | $4,761-59.9% |
| Participant deferral / active EE | $3,436 | $6,674-48.5% | $6,270-45.2% | $5,982-42.6% |
| Admin fee / account holder | $2,590 | $10,995-76.4% | $8,081-68.0% | $11,246-77.0% |