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 | $61,956 | $107,934-42.6% | $91,989-32.6% | $152,861-59.5% |
| Participation rate | 71.4% | 81.2%-9.8pp | 78.6%-7.2pp | 82.4%-11.0pp |
| Annual return | 20.72% | 89.24%-68.5pp | 69.02%-48.3pp | 345.32%-324.6pp |
| Employer contribution / active EE | $4,788 | $4,210+13.7% | $3,452+38.7% | $4,762+0.5% |
| Participant deferral / active EE | $3,340 | $6,364-47.5% | $5,923-43.6% | $5,850-42.9% |
| Admin fee / account holder | $768 | $10,520-92.7% | $7,743-90.1% | $11,596-93.4% |