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 | $69,016 | $107,334-35.7% | $92,893-25.7% | $152,861-54.9% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.4%+9.9pp |
| Annual return | 27.58% | 145.58%-118.0pp | 109.41%-81.8pp | 345.32%-317.7pp |
| Employer contribution / active EE | $2,165 | $4,221-48.7% | $3,653-40.7% | $4,762-54.5% |
| Participant deferral / active EE | $5,091 | $4,845+5.1% | $4,236+20.2% | $5,850-13.0% |
| Admin fee / account holder | $896 | $7,079-87.3% | $5,794-84.5% | $11,596-92.3% |