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 | $66,580 | $115,770-42.5% | $101,248-34.2% | $158,922-58.1% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 15.87% | 56.14%-40.3pp | 46.47%-30.6pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,139 | $4,175-72.7% | $3,660-68.9% | $4,761-76.1% |
| Participant deferral / active EE | $3,672 | $4,957-25.9% | $4,370-16.0% | $5,982-38.6% |
| Admin fee / account holder | $18,482 | $7,245+155.1% | $5,945+210.9% | $11,246+64.4% |