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 | $70,301 | $149,734-53.0% | $118,925-40.9% | $158,922-55.8% |
| Participation rate | 95.8% | 82.1%+13.8pp | 75.4%+20.5pp | 82.0%+13.9pp |
| Annual return | 17.39% | 19.95%-2.6pp | 35.88%-18.5pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,846 | $4,115-30.8% | $3,263-12.8% | $4,761-40.2% |
| Participant deferral / active EE | $2,791 | $5,223-46.6% | $4,265-34.6% | $5,982-53.3% |
| Admin fee / account holder | $1,934 | $8,603-77.5% | $6,581-70.6% | $11,246-82.8% |