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 | $71,729 | $111,814-35.8% | $93,654-23.4% | $145,959-50.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 16.36% | 203.30%-186.9pp | 133.34%-117.0pp | 561.95%-545.6pp |
| Employer contribution / active EE | $1,984 | $3,092-35.8% | $2,421-18.1% | $4,661-57.4% |
| Participant deferral / active EE | $4,195 | $4,914-14.6% | $4,413-4.9% | $6,689-37.3% |
| Admin fee / account holder | $6,027 | $10,246-41.2% | $8,282-27.2% | $13,398-55.0% |