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 | $68,163 | $121,625-44.0% | $104,607-34.8% | $158,922-57.1% |
| Participation rate | 83.3% | 77.5%+5.8pp | 74.1%+9.3pp | 82.0%+1.4pp |
| Annual return | 9.68% | 465.26%-455.6pp | 340.46%-330.8pp | 302.83%-293.1pp |
| Employer contribution / active EE | $1,566 | $3,163-50.5% | $2,681-41.6% | $4,761-67.1% |
| Participant deferral / active EE | $9,082 | $4,177+117.4% | $3,740+142.9% | $5,982+51.8% |
| Admin fee / account holder | $1,123 | $7,787-85.6% | $6,473-82.7% | $11,246-90.0% |