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 | $73,251 | $104,907-30.2% | $84,611-13.4% | $152,861-52.1% |
| Participation rate | 91.3% | 74.8%+16.5pp | 68.2%+23.1pp | 82.4%+8.9pp |
| Annual return | 22.44% | 373.79%-351.3pp | 258.74%-236.3pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,050 | $3,302-37.9% | $2,652-22.7% | $4,762-56.9% |
| Participant deferral / active EE | $3,170 | $4,688-32.4% | $3,899-18.7% | $5,850-45.8% |
| Admin fee / account holder | $1,557 | $6,241-75.1% | $4,912-68.3% | $11,596-86.6% |