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 | $55,691 | $126,574-56.0% | $106,213-47.6% | $145,922-61.8% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 12.54% | 224.79%-212.3pp | 116.14%-103.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,142 | $3,730-69.4% | $3,171-64.0% | $4,660-75.5% |
| Participant deferral / active EE | $1,747 | $5,724-69.5% | $5,016-65.2% | $6,688-73.9% |
| Admin fee / account holder | $2,368 | $17,304-86.3% | $11,033-78.5% | $13,397-82.3% |