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 | $70,959 | $197,591-64.1% | $177,821-60.1% | $158,922-55.3% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 7.95% | 58.76%-50.8pp | 48.32%-40.4pp | 302.83%-294.9pp |
| Employer contribution / active EE | $2,282 | $6,697-65.9% | $5,918-61.4% | $4,761-52.1% |
| Participant deferral / active EE | $5,876 | $8,405-30.1% | $7,714-23.8% | $5,982-1.8% |
| Admin fee / account holder | $793 | $15,399-94.9% | $12,427-93.6% | $11,246-92.9% |