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 | $72,943 | $126,574-42.4% | $106,213-31.3% | $145,922-50.0% |
| Participation rate | 90.9% | 77.6%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 11.02% | 224.79%-213.8pp | 116.14%-105.1pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,394 | $3,730-62.6% | $3,171-56.0% | $4,660-70.1% |
| Participant deferral / active EE | $3,777 | $5,724-34.0% | $5,016-24.7% | $6,688-43.5% |
| Admin fee / account holder | $655 | $17,304-96.2% | $11,033-94.1% | $13,397-95.1% |