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 | $83,445 | $98,240-15.1% | $82,313+1.4% | $147,584-43.5% |
| Participation rate | 76.9% | 79.7%-2.8pp | 76.9%0pp | 82.8%-5.9pp |
| Annual return | 12.59% | 30.85%-18.3pp | 25.88%-13.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $5,170 | $3,192+62.0% | $2,428+112.9% | $4,876+6.0% |
| Participant deferral / active EE | $7,419 | $4,383+69.2% | $3,706+100.2% | $5,439+36.4% |
| Admin fee / account holder | $507 | $8,563-94.1% | $5,608-91.0% | $10,885-95.3% |