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 | $80,406 | $126,574-36.5% | $106,213-24.3% | $145,922-44.9% |
| Participation rate | 90.9% | 77.6%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 10.84% | 224.79%-214.0pp | 116.14%-105.3pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,047 | $3,730-18.3% | $3,171-3.9% | $4,660-34.6% |
| Participant deferral / active EE | $7,496 | $5,724+31.0% | $5,016+49.4% | $6,688+12.1% |
| Admin fee / account holder | $2,145 | $17,304-87.6% | $11,033-80.6% | $13,397-84.0% |