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 | $69,322 | $121,625-43.0% | $104,607-33.7% | $158,922-56.4% |
| Participation rate | 85.7% | 77.5%+8.2pp | 74.1%+11.6pp | 82.0%+3.8pp |
| Annual return | 25.64% | 465.26%-439.6pp | 340.46%-314.8pp | 302.83%-277.2pp |
| Employer contribution / active EE | $2,349 | $3,163-25.7% | $2,681-12.4% | $4,761-50.7% |
| Participant deferral / active EE | $4,615 | $4,177+10.5% | $3,740+23.4% | $5,982-22.9% |
| Admin fee / account holder | $14,921 | $7,787+91.6% | $6,473+130.5% | $11,246+32.7% |