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 | $86,688 | $100,754-14.0% | $86,6770% | $134,475-35.5% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -15.40% | 29.04%-44.4pp | 35.91%-51.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $836 | $3,489-76.0% | $2,836-70.5% | $4,740-82.4% |
| Participant deferral / active EE | $4,709 | $5,338-11.8% | $4,656+1.1% | $6,400-26.4% |
| Admin fee / account holder | $2,415 | $10,926-77.9% | $7,493-67.8% | $11,426-78.9% |