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 | $65,055 | $78,672-17.3% | $109,143-40.4% | $85,850-24.2% |
| Participation rate | 89.6% | 68.3%+21.3pp | 75.9%+13.7pp | 69.3%+20.3pp |
| Annual return | 14.15% | 25.09%-10.9pp | 25.75%-11.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $11,391 | $2,735+316.5% | $3,722+206.1% | $2,565+344.1% |
| Participant deferral / active EE | $4,039 | $3,467+16.5% | $4,653-13.2% | $3,952+2.2% |
| Admin fee / account holder | $2,155 | $5,469-60.6% | $6,752-68.1% | $6,260-65.6% |