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 | $68,286 | $115,770-41.0% | $101,248-32.6% | $158,922-57.0% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 10.89% | 56.14%-45.3pp | 46.47%-35.6pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,863 | $4,175-31.4% | $3,660-21.8% | $4,761-39.9% |
| Participant deferral / active EE | $2,033 | $4,957-59.0% | $4,370-53.5% | $5,982-66.0% |
| Admin fee / account holder | $9,313 | $7,245+28.5% | $5,945+56.6% | $11,246-17.2% |