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 | $58,961 | $112,881-47.8% | $90,951-35.2% | $158,922-62.9% |
| Participation rate | 86.4% | 74.7%+11.6pp | 69.0%+17.4pp | 82.0%+4.4pp |
| Annual return | 11.28% | 215.79%-204.5pp | 134.60%-123.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,308 | $2,893-54.8% | $2,122-38.3% | $4,761-72.5% |
| Participant deferral / active EE | $2,727 | $4,128-33.9% | $3,373-19.1% | $5,982-54.4% |
| Admin fee / account holder | $2,933 | $8,041-63.5% | $5,959-50.8% | $11,246-73.9% |