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 | $50,724 | $133,922-62.1% | $116,228-56.4% | $142,382-64.4% |
| Participation rate | 95.7% | 77.9%+17.8pp | 74.6%+21.1pp | 80.1%+15.5pp |
| Annual return | 10.63% | 147.76%-137.1pp | 90.06%-79.4pp | 217.08%-206.4pp |
| Employer contribution / active EE | $3,381 | $3,446-1.9% | $2,994+12.9% | $4,299-21.4% |
| Participant deferral / active EE | $3,425 | $5,672-39.6% | $4,953-30.9% | $6,507-47.4% |
| Admin fee / account holder | $7,429 | $14,945-50.3% | $11,989-38.0% | $12,624-41.2% |