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 | $68,135 | $102,966-33.8% | $90,281-24.5% | $152,861-55.4% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 11.64% | 95.16%-83.5pp | 78.10%-66.5pp | 345.32%-333.7pp |
| Employer contribution / active EE | $2,006 | $3,139-36.1% | $2,854-29.7% | $4,762-57.9% |
| Participant deferral / active EE | $2,793 | $4,281-34.8% | $3,885-28.1% | $5,850-52.3% |
| Admin fee / account holder | $497 | $6,171-91.9% | $5,351-90.7% | $11,596-95.7% |