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 | $90,760 | $107,334-15.4% | $92,893-2.3% | $152,861-40.6% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 19.00% | 145.58%-126.6pp | 109.41%-90.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,702 | $4,221-59.7% | $3,653-53.4% | $4,762-64.3% |
| Participant deferral / active EE | $2,041 | $4,845-57.9% | $4,236-51.8% | $5,850-65.1% |
| Admin fee / account holder | $785 | $7,079-88.9% | $5,794-86.5% | $11,596-93.2% |