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 | $82,009 | $127,264-35.6% | $109,895-25.4% | $167,490-51.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.2%+5.8pp | 82.1%-2.1pp |
| Annual return | 8.32% | 22.97%-14.7pp | 29.45%-21.1pp | 478.56%-470.2pp |
| Employer contribution / active EE | $1,818 | $3,322-45.3% | $2,842-36.0% | $4,837-62.4% |
| Participant deferral / active EE | $10,663 | $4,514+136.2% | $4,048+163.4% | $6,341+68.2% |
| Admin fee / account holder | $1,496 | $7,114-79.0% | $6,066-75.3% | $12,309-87.8% |