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 | $107,039 | $149,040-28.2% | $120,225-11.0% | $137,256-22.0% |
| Participation rate | 70.6% | 75.4%-4.8pp | 69.6%+1.0pp | 80.0%-9.4pp |
| Annual return | 14.61% | 605.68%-591.1pp | 439.23%-424.6pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,611 | $4,350-40.0% | $3,475-24.9% | $4,156-37.2% |
| Participant deferral / active EE | $6,240 | $4,655+34.1% | $3,999+56.0% | $6,407-2.6% |
| Admin fee / account holder | $1,049 | $6,348-83.5% | $5,696-81.6% | $12,270-91.5% |