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 | $76,098 | $90,600-16.0% | $79,464-4.2% | $135,375-43.8% |
| Participation rate | 78.3% | 76.0%+2.2pp | 73.3%+4.9pp | 82.6%-4.4pp |
| Annual return | 12.93% | 977.43%-964.5pp | 718.14%-705.2pp | 519.73%-506.8pp |
| Employer contribution / active EE | $2,365 | $3,068-22.9% | $2,800-15.5% | $4,779-50.5% |
| Participant deferral / active EE | $1,259 | $4,050-68.9% | $3,704-66.0% | $5,609-77.6% |
| Admin fee / account holder | $1,590 | $5,907-73.1% | $5,113-68.9% | $10,827-85.3% |