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 | $58,028 | $183,519-68.4% | $155,509-62.7% | $145,922-60.2% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 9.31% | 61.17%-51.9pp | 64.67%-55.4pp | 561.29%-552.0pp |
| Employer contribution / active EE | $3,692 | $5,313-30.5% | $4,672-21.0% | $4,660-20.8% |
| Participant deferral / active EE | $3,566 | $6,462-44.8% | $5,626-36.6% | $6,688-46.7% |
| Admin fee / account holder | $413 | $19,313-97.9% | $15,912-97.4% | $13,397-96.9% |