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 | $60,478 | $126,574-52.2% | $106,213-43.1% | $145,922-58.6% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 15.69% | 224.79%-209.1pp | 116.14%-100.5pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,327 | $3,730-37.6% | $3,171-26.6% | $4,660-50.1% |
| Participant deferral / active EE | $4,353 | $5,724-23.9% | $5,016-13.2% | $6,688-34.9% |
| Admin fee / account holder | $1,653 | $17,304-90.4% | $11,033-85.0% | $13,397-87.7% |