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 | $65,880 | $162,781-59.5% | $133,956-50.8% | $158,922-58.5% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 13.56% | 41.94%-28.4pp | 45.09%-31.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,823 | $4,975-43.3% | $3,919-28.0% | $4,761-40.7% |
| Participant deferral / active EE | $4,777 | $5,911-19.2% | $5,048-5.4% | $5,982-20.1% |
| Admin fee / account holder | $323 | $11,736-97.2% | $8,927-96.4% | $11,246-97.1% |