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 | $62,281 | $98,240-36.6% | $82,313-24.3% | $147,584-57.8% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 19.19% | 30.85%-11.7pp | 25.88%-6.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $2,193 | $3,192-31.3% | $2,428-9.7% | $4,876-55.0% |
| Participant deferral / active EE | $7,674 | $4,383+75.1% | $3,706+107.1% | $5,439+41.1% |
| Admin fee / account holder | $450 | $8,563-94.7% | $5,608-92.0% | $10,885-95.9% |