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 | $63,875 | $154,117-58.6% | $129,995-50.9% | $139,434-54.2% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 21.89% | 32.48%-10.6pp | -137.18%+159.1pp | 372.94%-351.1pp |
| Employer contribution / active EE | $3,737 | $5,289-29.3% | $4,320-13.5% | $4,751-21.3% |
| Participant deferral / active EE | $8,476 | $6,710+26.3% | $5,820+45.6% | $6,710+26.3% |
| Admin fee / account holder | $2,328 | $14,007-83.4% | $10,614-78.1% | $11,403-79.6% |