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 | $71,572 | $104,251-31.3% | $91,001-21.3% | $147,584-51.5% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 40.10% | 27.06%+13.0pp | 4.60%+35.5pp | 578.55%-538.4pp |
| Employer contribution / active EE | $3,695 | $3,116+18.6% | $2,456+50.5% | $4,876-24.2% |
| Participant deferral / active EE | $9,034 | $4,195+115.3% | $3,547+154.6% | $5,439+66.1% |
| Admin fee / account holder | $550 | $8,948-93.9% | $5,417-89.9% | $10,885-95.0% |