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 | $54,719 | $108,919-49.8% | $100,391-45.5% | $145,922-62.5% |
| Participation rate | 91.7% | 82.9%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 18.29% | 57.88%-39.6pp | 49.20%-30.9pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,698 | $4,419-61.6% | $3,942-56.9% | $4,660-63.6% |
| Participant deferral / active EE | $3,517 | $8,445-58.3% | $8,082-56.5% | $6,688-47.4% |
| Admin fee / account holder | $10,556 | $9,689+8.9% | $7,899+33.6% | $13,397-21.2% |