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 | $64,889 | $112,096-42.1% | $95,952-32.4% | $158,922-59.2% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 21.62% | 171.09%-149.5pp | 91.61%-70.0pp | 302.83%-281.2pp |
| Employer contribution / active EE | $3,279 | $3,198+2.5% | $2,541+29.1% | $4,761-31.1% |
| Participant deferral / active EE | $5,616 | $4,784+17.4% | $4,167+34.8% | $5,982-6.1% |
| Admin fee / account holder | $2,099 | $10,130-79.3% | $6,795-69.1% | $11,246-81.3% |