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 | $73,599 | $111,754-34.1% | $103,333-28.8% | $145,922-49.6% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 10.86% | 24.77%-13.9pp | 24.88%-14.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $8,496 | $4,212+101.7% | $3,868+119.7% | $4,660+82.3% |
| Participant deferral / active EE | $6,131 | $5,619+9.1% | $5,057+21.2% | $6,688-8.3% |
| Admin fee / account holder | $30,133 | $9,750+209.0% | $8,355+260.7% | $13,397+124.9% |