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 | $72,160 | $115,770-37.7% | $101,248-28.7% | $158,922-54.6% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 18.18% | 56.14%-38.0pp | 46.47%-28.3pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,154 | $4,175-72.4% | $3,660-68.5% | $4,761-75.8% |
| Participant deferral / active EE | $5,292 | $4,957+6.8% | $4,370+21.1% | $5,982-11.5% |
| Admin fee / account holder | $2,120 | $7,245-70.7% | $5,945-64.3% | $11,246-81.1% |