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 | $74,762 | $150,187-50.2% | $120,354-37.9% | $145,922-48.8% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 19.92% | 154.07%-134.1pp | 107.15%-87.2pp | 561.29%-541.4pp |
| Employer contribution / active EE | $1,778 | $4,348-59.1% | $3,463-48.7% | $4,660-61.8% |
| Participant deferral / active EE | $7,184 | $6,173+16.4% | $4,991+43.9% | $6,688+7.4% |
| Admin fee / account holder | $472 | $12,207-96.1% | $9,423-95.0% | $13,397-96.5% |