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 | $75,727 | $112,096-32.4% | $95,952-21.1% | $158,922-52.3% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 13.96% | 171.09%-157.1pp | 91.61%-77.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,155 | $3,198-1.3% | $2,541+24.2% | $4,761-33.7% |
| Participant deferral / active EE | $6,340 | $4,784+32.5% | $4,167+52.2% | $5,982+6.0% |
| Admin fee / account holder | $2,972 | $10,130-70.7% | $6,795-56.3% | $11,246-73.6% |