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 | $85,846 | $111,724-23.2% | $93,606-8.3% | $145,922-41.2% |
| Participation rate | 82.4% | 74.2%+8.1pp | 68.7%+13.6pp | 80.3%+2.1pp |
| Annual return | 13.94% | 202.98%-189.0pp | 133.20%-119.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,546 | $3,090-50.0% | $2,420-36.1% | $4,660-66.8% |
| Participant deferral / active EE | $3,028 | $4,912-38.4% | $4,411-31.4% | $6,688-54.7% |
| Admin fee / account holder | $2,381 | $10,250-76.8% | $8,285-71.3% | $13,397-82.2% |