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 | $71,199 | $102,966-30.9% | $90,281-21.1% | $152,861-53.4% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 19.91% | 95.16%-75.3pp | 78.10%-58.2pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,468 | $3,139-53.2% | $2,854-48.6% | $4,762-69.2% |
| Participant deferral / active EE | $3,279 | $4,281-23.4% | $3,885-15.6% | $5,850-44.0% |
| Admin fee / account holder | $1,115 | $6,171-81.9% | $5,351-79.2% | $11,596-90.4% |