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 | $85,460 | $126,574-32.5% | $106,213-19.5% | $145,922-41.4% |
| Participation rate | 92.3% | 77.6%+14.7pp | 75.3%+17.0pp | 80.3%+12.0pp |
| Annual return | 10.67% | 224.79%-214.1pp | 116.14%-105.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,242 | $3,730-39.9% | $3,171-29.3% | $4,660-51.9% |
| Participant deferral / active EE | $3,155 | $5,724-44.9% | $5,016-37.1% | $6,688-52.8% |
| Admin fee / account holder | $19,333 | $17,304+11.7% | $11,033+75.2% | $13,397+44.3% |