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 | $60,037 | $107,334-44.1% | $92,893-35.4% | $152,861-60.7% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.4%+2.2pp |
| Annual return | 24.60% | 145.58%-121.0pp | 109.41%-84.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,357 | $4,221-67.8% | $3,653-62.8% | $4,762-71.5% |
| Participant deferral / active EE | $3,605 | $4,845-25.6% | $4,236-14.9% | $5,850-38.4% |
| Admin fee / account holder | $1,702 | $7,079-76.0% | $5,794-70.6% | $11,596-85.3% |