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 | $63,589 | $114,381-44.4% | $107,525-40.9% | $142,382-55.3% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 18.49% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,486 | $4,015-13.2% | $3,754-7.1% | $4,299-18.9% |
| Participant deferral / active EE | $7,063 | $5,564+26.9% | $5,116+38.1% | $6,507+8.5% |
| Admin fee / account holder | $1,152 | $9,860-88.3% | $8,919-87.1% | $12,624-90.9% |