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 | $72,068 | $98,750-27.0% | $149,696-51.9% | $79,858-9.8% |
| Participation rate | 82.6% | 75.8%+6.8pp | 82.5%+0.1pp | 69.6%+13.0pp |
| Annual return | 13.59% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,649 | $3,216-48.7% | $4,644-64.5% | $2,471-33.3% |
| Participant deferral / active EE | $5,338 | $5,680-6.0% | $6,842-22.0% | $3,740+42.7% |
| Admin fee / account holder | $2,949 | $6,053-51.3% | $9,309-68.3% | $5,306-44.4% |