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 | $63,229 | $110,257-42.7% | $96,544-34.5% | $139,434-54.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 11.24% | 26.32%-15.1pp | 25.84%-14.6pp | 372.94%-361.7pp |
| Employer contribution / active EE | $3,792 | $3,620+4.8% | $2,965+27.9% | $4,751-20.2% |
| Participant deferral / active EE | $7,455 | $5,548+34.4% | $4,851+53.7% | $6,710+11.1% |
| Admin fee / account holder | $422 | $11,591-96.4% | $8,252-94.9% | $11,403-96.3% |