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 | $78,128 | $176,662-55.8% | $130,648-40.2% | $152,861-48.9% |
| Participation rate | 77.8% | 79.0%-1.2pp | 71.7%+6.0pp | 82.4%-4.7pp |
| Annual return | 34.44% | 2692.24%-2657.8pp | 1708.96%-1674.5pp | 345.32%-310.9pp |
| Employer contribution / active EE | $3,405 | $5,742-40.7% | $4,092-16.8% | $4,762-28.5% |
| Participant deferral / active EE | $4,901 | $4,361+12.4% | $3,603+36.0% | $5,850-16.2% |
| Admin fee / account holder | $4,598 | $7,133-35.5% | $5,464-15.9% | $11,596-60.3% |