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 | $83,407 | $132,634-37.1% | $115,768-28.0% | $137,256-39.2% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.4%+17.3pp | 80.0%+11.7pp |
| Annual return | 14.34% | 160.70%-146.4pp | 100.46%-86.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,988 | $3,360-40.8% | $2,940-32.4% | $4,156-52.2% |
| Participant deferral / active EE | $4,609 | $5,619-18.0% | $4,917-6.3% | $6,407-28.1% |
| Admin fee / account holder | $836 | $15,028-94.4% | $12,439-93.3% | $12,270-93.2% |