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 | $71,363 | $126,574-43.6% | $106,213-32.8% | $145,922-51.1% |
| Participation rate | 84.6% | 77.6%+7.0pp | 75.3%+9.3pp | 80.3%+4.3pp |
| Annual return | 9.88% | 224.79%-214.9pp | 116.14%-106.3pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,747 | $3,730-53.2% | $3,171-44.9% | $4,660-62.5% |
| Participant deferral / active EE | $3,388 | $5,724-40.8% | $5,016-32.4% | $6,688-49.3% |
| Admin fee / account holder | $847 | $17,304-95.1% | $11,033-92.3% | $13,397-93.7% |