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 | $67,686 | $99,079-31.7% | $77,999-13.2% | $273,961-75.3% |
| Participation rate | 90.5% | 78.6%+11.9pp | 75.5%+15.0pp | 83.0%+7.5pp |
| Annual return | 20.57% | 217.93%-197.4pp | 425.96%-405.4pp | 41.45%-20.9pp |
| Employer contribution / active EE | $3,674 | $3,308+11.1% | $2,470+48.7% | $4,869-24.5% |
| Participant deferral / active EE | $9,318 | $4,306+116.4% | $3,497+166.5% | $5,287+76.2% |
| Admin fee / account holder | $1,480 | $8,954-83.5% | $5,480-73.0% | $10,132-85.4% |