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 | $64,543 | $121,625-46.9% | $104,607-38.3% | $158,922-59.4% |
| Participation rate | 83.3% | 77.5%+5.8pp | 74.1%+9.3pp | 82.0%+1.4pp |
| Annual return | 7.67% | 465.26%-457.6pp | 340.46%-332.8pp | 302.83%-295.2pp |
| Employer contribution / active EE | $1,903 | $3,163-39.8% | $2,681-29.0% | $4,761-60.0% |
| Participant deferral / active EE | $2,773 | $4,177-33.6% | $3,740-25.8% | $5,982-53.6% |
| Admin fee / account holder | $5,840 | $7,787-25.0% | $6,473-9.8% | $11,246-48.1% |