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 | $72,489 | $103,376-29.9% | $87,100-16.8% | $152,861-52.6% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.9%+18.1pp | 82.4%+12.6pp |
| Annual return | 25.40% | 28.10%-2.7pp | 28.19%-2.8pp | 345.32%-319.9pp |
| Employer contribution / active EE | $6,194 | $3,220+92.3% | $2,521+145.7% | $4,762+30.1% |
| Participant deferral / active EE | $4,822 | $4,778+0.9% | $4,049+19.1% | $5,850-17.6% |
| Admin fee / account holder | $1,210 | $12,205-90.1% | $7,497-83.9% | $11,596-89.6% |