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 | $86,897 | $176,056-50.6% | $159,436-45.5% | $167,490-48.1% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 14.55% | 331.75%-317.2pp | 263.57%-249.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $2,463 | $5,297-53.5% | $4,829-49.0% | $4,837-49.1% |
| Participant deferral / active EE | $9,717 | $7,750+25.4% | $7,352+32.2% | $6,341+53.2% |
| Admin fee / account holder | $5,472 | $12,554-56.4% | $10,799-49.3% | $12,309-55.5% |