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 | $70,551 | $99,877-29.4% | $84,966-17.0% | $145,922-51.7% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 13.40% | 83.76%-70.4pp | 66.38%-53.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,226 | $3,231-31.1% | $2,727-18.4% | $4,660-52.2% |
| Participant deferral / active EE | $3,221 | $5,291-39.1% | $4,519-28.7% | $6,688-51.8% |
| Admin fee / account holder | $347 | $7,248-95.2% | $6,149-94.4% | $13,397-97.4% |