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 | $53,551 | $117,983-54.6% | $101,794-47.4% | $142,382-62.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 12.72% | 36.92%-24.2pp | 30.53%-17.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $10,219 | $2,773+268.6% | $2,289+346.5% | $4,299+137.7% |
| Participant deferral / active EE | $7,332 | $4,714+55.5% | $4,084+79.5% | $6,507+12.7% |
| Admin fee / account holder | $3,455 | $10,433-66.9% | $8,777-60.6% | $12,624-72.6% |