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 | $72,562 | $104,974-30.9% | $95,585-24.1% | $142,382-49.0% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 12.43% | 210.33%-197.9pp | 38.56%-26.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,324 | $2,779-16.3% | $2,527-8.0% | $4,299-45.9% |
| Participant deferral / active EE | $5,159 | $4,352+18.5% | $4,023+28.2% | $6,507-20.7% |
| Admin fee / account holder | $4,697 | $6,386-26.5% | $6,127-23.3% | $12,624-62.8% |