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 | $82,261 | $109,327-24.8% | $89,391-8.0% | $158,922-48.2% |
| Participation rate | 95.5% | 74.3%+21.2pp | 68.0%+27.5pp | 82.0%+13.5pp |
| Annual return | 14.41% | 345.68%-331.3pp | 245.62%-231.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,233 | $3,170-29.5% | $2,586-13.6% | $4,761-53.1% |
| Participant deferral / active EE | $3,560 | $4,598-22.6% | $3,890-8.5% | $5,982-40.5% |
| Admin fee / account holder | $2,979 | $6,153-51.6% | $4,881-39.0% | $11,246-73.5% |