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 | $67,260 | $112,096-40.0% | $95,952-29.9% | $158,922-57.7% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 29.67% | 171.09%-141.4pp | 91.61%-61.9pp | 302.83%-273.2pp |
| Employer contribution / active EE | $1,602 | $3,198-49.9% | $2,541-37.0% | $4,761-66.4% |
| Participant deferral / active EE | $2,174 | $4,784-54.6% | $4,167-47.8% | $5,982-63.7% |
| Admin fee / account holder | $26,735 | $10,130+163.9% | $6,795+293.4% | $11,246+137.7% |