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 | $65,693 | $107,334-38.8% | $92,893-29.3% | $152,861-57.0% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 23.21% | 145.58%-122.4pp | 109.41%-86.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,021 | $4,221-52.1% | $3,653-44.7% | $4,762-57.6% |
| Participant deferral / active EE | $6,441 | $4,845+32.9% | $4,236+52.0% | $5,850+10.1% |
| Admin fee / account holder | $455 | $7,079-93.6% | $5,794-92.2% | $11,596-96.1% |