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 | $69,055 | $157,256-56.1% | $141,162-51.1% | $152,861-54.8% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 18.61% | 64.32%-45.7pp | 71.39%-52.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,794 | $5,261-65.9% | $4,735-62.1% | $4,762-62.3% |
| Participant deferral / active EE | $2,864 | $7,109-59.7% | $6,709-57.3% | $5,850-51.1% |
| Admin fee / account holder | $33,905 | $12,120+179.7% | $10,261+230.4% | $11,596+192.4% |