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 | $73,385 | $106,890-31.3% | $84,015-12.7% | $152,861-52.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 27.43% | 104.99%-77.6pp | 71.31%-43.9pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,078 | $2,734-60.6% | $1,983-45.7% | $4,762-77.4% |
| Participant deferral / active EE | $3,880 | $4,011-3.3% | $3,239+19.8% | $5,850-33.7% |
| Admin fee / account holder | $326 | $8,285-96.1% | $6,101-94.7% | $11,596-97.2% |