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 | $59,214 | $111,724-47.0% | $93,606-36.7% | $145,922-59.4% |
| Participation rate | 78.3% | 74.2%+4.1pp | 68.7%+9.5pp | 80.3%-2.0pp |
| Annual return | 23.29% | 202.98%-179.7pp | 133.20%-109.9pp | 561.29%-538.0pp |
| Employer contribution / active EE | $2,192 | $3,090-29.0% | $2,420-9.4% | $4,660-52.9% |
| Participant deferral / active EE | $2,838 | $4,912-42.2% | $4,411-35.7% | $6,688-57.6% |
| Admin fee / account holder | $1,161 | $10,250-88.7% | $8,285-86.0% | $13,397-91.3% |