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 | $93,787 | $90,397+3.7% | $76,002+23.4% | $145,959-35.7% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 10.73% | 621.97%-611.2pp | 360.07%-349.3pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,908 | $3,317-42.5% | $2,688-29.0% | $4,661-59.1% |
| Participant deferral / active EE | $3,948 | $5,163-23.5% | $4,257-7.3% | $6,689-41.0% |
| Admin fee / account holder | $786 | $8,369-90.6% | $6,414-87.7% | $13,398-94.1% |