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 | $80,019 | $102,966-22.3% | $90,281-11.4% | $152,861-47.7% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 21.94% | 95.16%-73.2pp | 78.10%-56.2pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,382 | $3,139-24.1% | $2,854-16.6% | $4,762-50.0% |
| Participant deferral / active EE | $3,391 | $4,281-20.8% | $3,885-12.7% | $5,850-42.0% |
| Admin fee / account holder | $2,253 | $6,171-63.5% | $5,351-57.9% | $11,596-80.6% |