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 | $65,858 | $90,348-27.1% | $75,972-13.3% | $145,922-54.9% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 11.32% | 620.88%-609.6pp | 359.55%-348.2pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,155 | $3,311-34.9% | $2,685-19.7% | $4,660-53.8% |
| Participant deferral / active EE | $2,518 | $5,162-51.2% | $4,255-40.8% | $6,688-62.3% |
| Admin fee / account holder | $382 | $8,467-95.5% | $6,467-94.1% | $13,397-97.1% |