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 | $79,587 | $111,754-28.8% | $103,333-23.0% | $145,922-45.5% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 20.61% | 24.77%-4.2pp | 24.88%-4.3pp | 561.29%-540.7pp |
| Employer contribution / active EE | $3,172 | $4,212-24.7% | $3,868-18.0% | $4,660-31.9% |
| Participant deferral / active EE | $7,901 | $5,619+40.6% | $5,057+56.2% | $6,688+18.1% |
| Admin fee / account holder | $783 | $9,750-92.0% | $8,355-90.6% | $13,397-94.2% |