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 | $64,845 | $103,376-37.3% | $87,100-25.6% | $152,861-57.6% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.9%+17.9pp | 82.4%+12.3pp |
| Annual return | 21.62% | 28.10%-6.5pp | 28.19%-6.6pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,976 | $3,220-7.6% | $2,521+18.0% | $4,762-37.5% |
| Participant deferral / active EE | $6,873 | $4,778+43.8% | $4,049+69.8% | $5,850+17.5% |
| Admin fee / account holder | $776 | $12,205-93.6% | $7,497-89.6% | $11,596-93.3% |