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 | $71,240 | $124,319-42.7% | $111,297-36.0% | $167,490-57.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.08% | 37.44%-25.4pp | 54.65%-42.6pp | 478.56%-466.5pp |
| Employer contribution / active EE | $3,649 | $3,435+6.2% | $2,731+33.6% | $4,837-24.6% |
| Participant deferral / active EE | $6,049 | $5,180+16.8% | $4,487+34.8% | $6,341-4.6% |
| Admin fee / account holder | $1,911 | $10,618-82.0% | $7,964-76.0% | $12,309-84.5% |