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 | $82,880 | $112,096-26.1% | $95,952-13.6% | $158,922-47.8% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 11.26% | 171.09%-159.8pp | 91.61%-80.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,338 | $3,198-58.2% | $2,541-47.4% | $4,761-71.9% |
| Participant deferral / active EE | $5,033 | $4,784+5.2% | $4,167+20.8% | $5,982-15.9% |
| Admin fee / account holder | $1,439 | $10,130-85.8% | $6,795-78.8% | $11,246-87.2% |