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 | $74,391 | $102,966-27.8% | $90,281-17.6% | $152,861-51.3% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.4%+12.6pp |
| Annual return | 10.75% | 95.16%-84.4pp | 78.10%-67.3pp | 345.32%-334.6pp |
| Employer contribution / active EE | $1,381 | $3,139-56.0% | $2,854-51.6% | $4,762-71.0% |
| Participant deferral / active EE | $2,847 | $4,281-33.5% | $3,885-26.7% | $5,850-51.3% |
| Admin fee / account holder | $768 | $6,171-87.5% | $5,351-85.6% | $11,596-93.4% |