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 | $92,069 | $111,535-17.5% | $105,223-12.5% | $137,256-32.9% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 15.63% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,309 | $3,939-66.8% | $3,689-64.5% | $4,156-68.5% |
| Participant deferral / active EE | $2,598 | $5,500-52.8% | $5,072-48.8% | $6,407-59.4% |
| Admin fee / account holder | $16,102 | $9,721+65.6% | $8,859+81.8% | $12,270+31.2% |