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 | $77,041 | $107,334-28.2% | $92,893-17.1% | $152,861-49.6% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.4%+4.2pp |
| Annual return | 13.10% | 145.58%-132.5pp | 109.41%-96.3pp | 345.32%-332.2pp |
| Employer contribution / active EE | $2,340 | $4,221-44.6% | $3,653-35.9% | $4,762-50.9% |
| Participant deferral / active EE | $2,667 | $4,845-44.9% | $4,236-37.0% | $5,850-54.4% |
| Admin fee / account holder | $704 | $7,079-90.1% | $5,794-87.9% | $11,596-93.9% |