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 | $35,558 | $115,770-69.3% | $101,248-64.9% | $158,922-77.6% |
| Participation rate | 81.0% | 79.4%+1.6pp | 75.8%+5.1pp | 82.0%-1.0pp |
| Annual return | 26.17% | 56.14%-30.0pp | 46.47%-20.3pp | 302.83%-276.7pp |
| Employer contribution / active EE | $1,665 | $4,175-60.1% | $3,660-54.5% | $4,761-65.0% |
| Participant deferral / active EE | $4,038 | $4,957-18.6% | $4,370-7.6% | $5,982-32.5% |
| Admin fee / account holder | $1,282 | $7,245-82.3% | $5,945-78.4% | $11,246-88.6% |