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 | $65,957 | $185,822-64.5% | $169,993-61.2% | $139,434-52.7% |
| Participation rate | 95.8% | 87.8%+8.1pp | 87.0%+8.8pp | 80.3%+15.5pp |
| Annual return | 19.25% | 60.50%-41.3pp | 53.37%-34.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $4,726 | $7,590-37.7% | $6,785-30.4% | $4,751-0.5% |
| Participant deferral / active EE | $8,656 | $11,622-25.5% | $10,408-16.8% | $6,710+29.0% |
| Admin fee / account holder | $4,448 | $15,381-71.1% | $12,815-65.3% | $11,403-61.0% |