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 | $76,371 | $105,998-28.0% | $92,233-17.2% | $147,584-48.3% |
| Participation rate | 81.3% | 80.4%+0.8pp | 76.5%+4.8pp | 82.8%-1.6pp |
| Annual return | 16.69% | 50.05%-33.4pp | 176.28%-159.6pp | 578.55%-561.9pp |
| Employer contribution / active EE | $961 | $4,333-77.8% | $3,679-73.9% | $4,876-80.3% |
| Participant deferral / active EE | $2,837 | $4,478-36.6% | $3,897-27.2% | $5,439-47.8% |
| Admin fee / account holder | $10,817 | $6,332+70.8% | $5,194+108.3% | $10,885-0.6% |