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 | $70,089 | $111,754-37.3% | $103,333-32.2% | $145,922-52.0% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 9.07% | 24.77%-15.7pp | 24.88%-15.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,533 | $4,212-39.9% | $3,868-34.5% | $4,660-45.6% |
| Participant deferral / active EE | $4,429 | $5,619-21.2% | $5,057-12.4% | $6,688-33.8% |
| Admin fee / account holder | $350 | $9,750-96.4% | $8,355-95.8% | $13,397-97.4% |