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 | $82,195 | $113,339-27.5% | $94,993-13.5% | $147,584-44.3% |
| Participation rate | 88.2% | 78.0%+10.3pp | 73.9%+14.4pp | 82.8%+5.4pp |
| Annual return | 32.03% | 20.77%+11.3pp | 27.12%+4.9pp | 578.55%-546.5pp |
| Employer contribution / active EE | $1,003 | $3,160-68.3% | $2,603-61.5% | $4,876-79.4% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,510 | $6,063-58.6% | $4,960-49.4% | $10,885-76.9% |