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 | $82,681 | $100,773-18.0% | $88,946-7.0% | $142,382-41.9% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 13.02% | 70.18%-57.2pp | 57.82%-44.8pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,941 | $2,918-33.5% | $2,555-24.0% | $4,299-54.8% |
| Participant deferral / active EE | $6,315 | $5,230+20.7% | $4,581+37.8% | $6,507-2.9% |
| Admin fee / account holder | $1,216 | $9,693-87.5% | $8,261-85.3% | $12,624-90.4% |