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 | $83,107 | $162,781-48.9% | $133,956-38.0% | $158,922-47.7% |
| Participation rate | 95.8% | 83.2%+12.6pp | 79.8%+16.0pp | 82.0%+13.9pp |
| Annual return | 22.13% | 41.94%-19.8pp | 45.09%-23.0pp | 302.83%-280.7pp |
| Employer contribution / active EE | $7,168 | $4,975+44.1% | $3,919+82.9% | $4,761+50.5% |
| Participant deferral / active EE | $3,979 | $5,911-32.7% | $5,048-21.2% | $5,982-33.5% |
| Admin fee / account holder | $1,319 | $11,736-88.8% | $8,927-85.2% | $11,246-88.3% |