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 | $83,322 | $165,912-49.8% | $122,332-31.9% | $147,584-43.5% |
| Participation rate | 71.4% | 79.6%-8.1pp | 71.6%-0.2pp | 82.8%-11.4pp |
| Annual return | 12.26% | 34.55%-22.3pp | 30.27%-18.0pp | 578.55%-566.3pp |
| Employer contribution / active EE | $8,214 | $5,754+42.7% | $4,050+102.8% | $4,876+68.4% |
| Participant deferral / active EE | $9,879 | $4,005+146.6% | $3,287+200.5% | $5,439+81.6% |
| Admin fee / account holder | $321 | $7,424-95.7% | $5,478-94.1% | $10,885-97.0% |