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 | $62,294 | $107,334-42.0% | $92,893-32.9% | $152,861-59.2% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.4%+10.4pp |
| Annual return | 19.03% | 145.58%-126.6pp | 109.41%-90.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,812 | $4,221-57.1% | $3,653-50.4% | $4,762-62.0% |
| Participant deferral / active EE | $7,217 | $4,845+49.0% | $4,236+70.4% | $5,850+23.4% |
| Admin fee / account holder | $6,243 | $7,079-11.8% | $5,794+7.8% | $11,596-46.2% |