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 | $78,110 | $148,534-47.4% | $135,903-42.5% | $139,434-44.0% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 26.08% | 79.19%-53.1pp | 68.23%-42.2pp | 372.94%-346.9pp |
| Employer contribution / active EE | $3,129 | $5,243-40.3% | $4,856-35.6% | $4,751-34.1% |
| Participant deferral / active EE | $0 | $8,100-100.0% | $7,758-100.0% | $6,710-100.0% |
| Admin fee / account holder | $484 | $12,400-96.1% | $10,762-95.5% | $11,403-95.8% |