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 | $68,997 | $124,319-44.5% | $111,297-38.0% | $167,490-58.8% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 9.12% | 37.44%-28.3pp | 54.65%-45.5pp | 478.56%-469.4pp |
| Employer contribution / active EE | $2,192 | $3,435-36.2% | $2,731-19.8% | $4,837-54.7% |
| Participant deferral / active EE | $5,973 | $5,180+15.3% | $4,487+33.1% | $6,341-5.8% |
| Admin fee / account holder | $976 | $10,618-90.8% | $7,964-87.7% | $12,309-92.1% |