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 | $75,950 | $99,020-23.3% | $86,590-12.3% | $147,584-48.5% |
| Participation rate | 86.7% | 76.3%+10.3pp | 73.5%+13.1pp | 82.8%+3.8pp |
| Annual return | 8.81% | 1312.34%-1303.5pp | 964.84%-956.0pp | 578.55%-569.7pp |
| Employer contribution / active EE | $500 | $3,132-84.1% | $2,839-82.4% | $4,876-89.8% |
| Participant deferral / active EE | $4,995 | $3,972+25.8% | $3,609+38.4% | $5,439-8.1% |
| Admin fee / account holder | $5,331 | $5,710-6.6% | $4,906+8.7% | $10,885-51.0% |