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 | $80,788 | $104,907-23.0% | $84,611-4.5% | $152,861-47.1% |
| Participation rate | 95.8% | 74.8%+21.0pp | 68.2%+27.6pp | 82.4%+13.4pp |
| Annual return | 20.52% | 373.79%-353.3pp | 258.74%-238.2pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,472 | $3,302-55.4% | $2,652-44.5% | $4,762-69.1% |
| Participant deferral / active EE | $7,407 | $4,688+58.0% | $3,899+90.0% | $5,850+26.6% |
| Admin fee / account holder | $1,147 | $6,241-81.6% | $4,912-76.7% | $11,596-90.1% |