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 | $73,490 | $111,535-34.1% | $105,223-30.2% | $137,256-46.5% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.0%+10.0pp | 80.0%+5.0pp |
| Annual return | 16.27% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,158 | $3,939-45.2% | $3,689-41.5% | $4,156-48.1% |
| Participant deferral / active EE | $8,350 | $5,500+51.8% | $5,072+64.6% | $6,407+30.3% |
| Admin fee / account holder | $1,223 | $9,721-87.4% | $8,859-86.2% | $12,270-90.0% |