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 | $73,629 | $111,535-34.0% | $105,223-30.0% | $137,256-46.4% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.0%+19.7pp | 80.0%+14.8pp |
| Annual return | 17.30% | 237.85%-220.6pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,988 | $3,939-24.1% | $3,689-19.0% | $4,156-28.1% |
| Participant deferral / active EE | $8,311 | $5,500+51.1% | $5,072+63.9% | $6,407+29.7% |
| Admin fee / account holder | $4,768 | $9,721-51.0% | $8,859-46.2% | $12,270-61.1% |