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 | $66,435 | $115,770-42.6% | $101,248-34.4% | $158,922-58.2% |
| Participation rate | 94.4% | 79.4%+15.1pp | 75.8%+18.6pp | 82.0%+12.5pp |
| Annual return | 8.90% | 56.14%-47.2pp | 46.47%-37.6pp | 302.83%-293.9pp |
| Employer contribution / active EE | $2,585 | $4,175-38.1% | $3,660-29.3% | $4,761-45.7% |
| Participant deferral / active EE | $7,716 | $4,957+55.6% | $4,370+76.6% | $5,982+29.0% |
| Admin fee / account holder | $796 | $7,245-89.0% | $5,945-86.6% | $11,246-92.9% |