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 | $83,395 | $159,901-47.8% | $146,958-43.3% | $145,922-42.8% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.1pp | 80.3%+3.9pp |
| Annual return | 17.41% | 98.13%-80.7pp | 418.34%-400.9pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,789 | $5,286-66.1% | $4,933-63.7% | $4,660-61.6% |
| Participant deferral / active EE | $9,980 | $8,428+18.4% | $8,070+23.7% | $6,688+49.2% |
| Admin fee / account holder | $1,492 | $15,044-90.1% | $12,998-88.5% | $13,397-88.9% |