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 5-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 | $79,148 | $105,126-24.7% | $94,646-16.4% | $139,434-43.2% |
| Participation rate | 73.3% | 82.4%-9.0pp | 80.8%-7.5pp | 80.3%-7.0pp |
| Annual return | 15.51% | 38.03%-22.5pp | 156.71%-141.2pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,486 | $4,106-63.8% | $3,672-59.5% | $4,751-68.7% |
| Participant deferral / active EE | $10,769 | $7,599+41.7% | $7,418+45.2% | $6,710+60.5% |
| Admin fee / account holder | $662 | $8,984-92.6% | $7,231-90.8% | $11,403-94.2% |