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 | $78,551 | $137,414-42.8% | $189,513-58.6% | $85,850-8.5% |
| Participation rate | 84.9% | 84.6%+0.3pp | 87.8%-2.9pp | 69.3%+15.6pp |
| Annual return | 14.69% | 38.14%-23.5pp | 555.15%-540.5pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,033 | $4,344-53.2% | $6,162-67.0% | $2,565-20.7% |
| Participant deferral / active EE | $4,327 | $6,260-30.9% | $8,221-47.4% | $3,952+9.5% |
| Admin fee / account holder | $3,360 | $8,630-61.1% | $12,045-72.1% | $6,260-46.3% |