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 | $71,524 | $74,888-4.5% | $71,209+0.4% | $142,382-49.8% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.1%+9.4pp |
| Annual return | 17.08% | 345.14%-328.1pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,965 | $2,854+38.9% | $2,721+45.7% | $4,299-7.8% |
| Participant deferral / active EE | $8,464 | $4,454+90.0% | $4,175+102.7% | $6,507+30.1% |
| Admin fee / account holder | $415 | $5,568-92.6% | $5,349-92.2% | $12,624-96.7% |