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 | $75,259 | $144,119-47.8% | $117,854-36.1% | $147,584-49.0% |
| Participation rate | 84.6% | 83.4%+1.2pp | 79.7%+5.0pp | 82.8%+1.8pp |
| Annual return | 15.14% | 531.15%-516.0pp | 335.08%-319.9pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,605 | $4,896-67.2% | $3,786-57.6% | $4,876-67.1% |
| Participant deferral / active EE | $7,339 | $5,316+38.1% | $4,482+63.7% | $5,439+34.9% |
| Admin fee / account holder | $8,614 | $10,886-20.9% | $8,020+7.4% | $10,885-20.9% |