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 | $54,808 | $115,770-52.7% | $101,248-45.9% | $158,922-65.5% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 23.35% | 56.14%-32.8pp | 46.47%-23.1pp | 302.83%-279.5pp |
| Employer contribution / active EE | $2,425 | $4,175-41.9% | $3,660-33.7% | $4,761-49.1% |
| Participant deferral / active EE | $7,640 | $4,957+54.1% | $4,370+74.8% | $5,982+27.7% |
| Admin fee / account holder | $566 | $7,245-92.2% | $5,945-90.5% | $11,246-95.0% |