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 | $62,069 | $109,327-43.2% | $89,391-30.6% | $158,922-60.9% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 13.03% | 345.68%-332.6pp | 245.62%-232.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,543 | $3,170-51.3% | $2,586-40.3% | $4,761-67.6% |
| Participant deferral / active EE | $2,471 | $4,598-46.3% | $3,890-36.5% | $5,982-58.7% |
| Admin fee / account holder | $1,126 | $6,153-81.7% | $4,881-76.9% | $11,246-90.0% |