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 | $66,999 | $153,772-56.4% | $133,980-50.0% | $273,961-75.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 63.24% | 36.51%+26.7pp | 29.30%+33.9pp | 41.45%+21.8pp |
| Employer contribution / active EE | $4,354 | $6,029-27.8% | $5,211-16.4% | $4,869-10.6% |
| Participant deferral / active EE | $13,344 | $6,958+91.8% | $6,282+112.4% | $5,287+152.4% |
| Admin fee / account holder | $846 | $11,765-92.8% | $9,324-90.9% | $10,132-91.6% |