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 | $65,366 | $126,574-48.4% | $106,213-38.5% | $145,922-55.2% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 36.79% | 224.79%-188.0pp | 116.14%-79.3pp | 561.29%-524.5pp |
| Employer contribution / active EE | $3,229 | $3,730-13.4% | $3,171+1.8% | $4,660-30.7% |
| Participant deferral / active EE | $4,902 | $5,724-14.4% | $5,016-2.3% | $6,688-26.7% |
| Admin fee / account holder | $503 | $17,304-97.1% | $11,033-95.4% | $13,397-96.2% |