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 | $97,556 | $117,841-17.2% | $102,423-4.8% | $145,922-33.1% |
| Participation rate | 92.9% | 78.6%+14.3pp | 76.5%+16.4pp | 80.3%+12.6pp |
| Annual return | 21.10% | 31.65%-10.5pp | 29.32%-8.2pp | 561.29%-540.2pp |
| Employer contribution / active EE | $1,200 | $3,615-66.8% | $3,023-60.3% | $4,660-74.2% |
| Participant deferral / active EE | $5,129 | $5,731-10.5% | $5,053+1.5% | $6,688-23.3% |
| Admin fee / account holder | $763 | $13,326-94.3% | $9,451-91.9% | $13,397-94.3% |