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 | $125,502 | $183,519-31.6% | $155,509-19.3% | $145,922-14.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.48% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,327 | $5,313-56.2% | $4,672-50.2% | $4,660-50.1% |
| Participant deferral / active EE | $5,970 | $6,462-7.6% | $5,626+6.1% | $6,688-10.7% |
| Admin fee / account holder | $2,931 | $19,313-84.8% | $15,912-81.6% | $13,397-78.1% |