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 | $50,577 | $109,327-53.7% | $89,391-43.4% | $158,922-68.2% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 10.20% | 345.68%-335.5pp | 245.62%-235.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $2,632 | $3,170-17.0% | $2,586+1.8% | $4,761-44.7% |
| Participant deferral / active EE | $6,708 | $4,598+45.9% | $3,890+72.4% | $5,982+12.1% |
| Admin fee / account holder | $920 | $6,153-85.1% | $4,881-81.2% | $11,246-91.8% |