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 | $69,513 | $126,574-45.1% | $106,213-34.6% | $145,922-52.4% |
| Participation rate | 86.4% | 77.6%+8.7pp | 75.3%+11.1pp | 80.3%+6.1pp |
| Annual return | 15.09% | 224.79%-209.7pp | 116.14%-101.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,490 | $3,730-60.1% | $3,171-53.0% | $4,660-68.0% |
| Participant deferral / active EE | $2,982 | $5,724-47.9% | $5,016-40.6% | $6,688-55.4% |
| Admin fee / account holder | $14,656 | $17,304-15.3% | $11,033+32.8% | $13,397+9.4% |