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 | $86,554 | $111,535-22.4% | $105,223-17.7% | $137,256-36.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 19.30% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,176 | $3,939-19.4% | $3,689-13.9% | $4,156-23.6% |
| Participant deferral / active EE | $6,779 | $5,500+23.3% | $5,072+33.7% | $6,407+5.8% |
| Admin fee / account holder | $1,595 | $9,721-83.6% | $8,859-82.0% | $12,270-87.0% |