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 | $55,970 | $227,553-75.4% | $189,557-70.5% | $167,490-66.6% |
| Participation rate | 91.3% | 82.5%+8.8pp | 78.4%+12.9pp | 82.1%+9.2pp |
| Annual return | 18.59% | 78.40%-59.8pp | 64.17%-45.6pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,870 | $5,316-64.8% | $4,412-57.6% | $4,837-61.3% |
| Participant deferral / active EE | $7,480 | $7,002+6.8% | $6,174+21.2% | $6,341+18.0% |
| Admin fee / account holder | $904 | $11,878-92.4% | $9,807-90.8% | $12,309-92.7% |