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 | $70,177 | $99,079-29.2% | $77,999-10.0% | $273,961-74.4% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.5%+12.0pp | 83.0%+4.5pp |
| Annual return | 6.04% | 217.93%-211.9pp | 425.96%-419.9pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,817 | $3,308-45.1% | $2,470-26.4% | $4,869-62.7% |
| Participant deferral / active EE | $3,168 | $4,306-26.4% | $3,497-9.4% | $5,287-40.1% |
| Admin fee / account holder | $3,091 | $8,954-65.5% | $5,480-43.6% | $10,132-69.5% |