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 | $56,744 | $121,625-53.3% | $104,607-45.8% | $158,922-64.3% |
| Participation rate | 89.5% | 77.5%+11.9pp | 74.1%+15.4pp | 82.0%+7.5pp |
| Annual return | 21.00% | 465.26%-444.3pp | 340.46%-319.5pp | 302.83%-281.8pp |
| Employer contribution / active EE | $3,455 | $3,163+9.2% | $2,681+28.9% | $4,761-27.4% |
| Participant deferral / active EE | $5,448 | $4,177+30.4% | $3,740+45.7% | $5,982-8.9% |
| Admin fee / account holder | $3,179 | $7,787-59.2% | $6,473-50.9% | $11,246-71.7% |