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 | $80,964 | $137,414-41.1% | $189,513-57.3% | $85,850-5.7% |
| Participation rate | 90.0% | 84.6%+5.4pp | 87.8%+2.2pp | 69.3%+20.7pp |
| Annual return | 14.60% | 38.14%-23.5pp | 555.15%-540.6pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,852 | $4,344-57.4% | $6,162-69.9% | $2,565-27.8% |
| Participant deferral / active EE | $5,089 | $6,260-18.7% | $8,221-38.1% | $3,952+28.8% |
| Admin fee / account holder | $2,155 | $8,630-75.0% | $12,045-82.1% | $6,260-65.6% |