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 | $69,916 | $152,460-54.1% | $118,746-41.1% | $147,584-52.6% |
| Participation rate | 95.2% | 82.3%+13.0pp | 78.3%+17.0pp | 82.8%+12.4pp |
| Annual return | 11.00% | 17.41%-6.4pp | 24.54%-13.5pp | 578.55%-567.6pp |
| Employer contribution / active EE | $3,924 | $5,046-22.2% | $4,193-6.4% | $4,876-19.5% |
| Participant deferral / active EE | $8,175 | $6,212+31.6% | $5,332+53.3% | $5,439+50.3% |
| Admin fee / account holder | $600 | $16,953-96.5% | $10,720-94.4% | $10,885-94.5% |