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 | $67,276 | $148,534-54.7% | $135,903-50.5% | $139,434-51.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 18.46% | 79.19%-60.7pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,569 | $5,243-31.9% | $4,856-26.5% | $4,751-24.9% |
| Participant deferral / active EE | $9,322 | $8,100+15.1% | $7,758+20.2% | $6,710+38.9% |
| Admin fee / account holder | $472 | $12,400-96.2% | $10,762-95.6% | $11,403-95.9% |