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 | $21,308 | $111,724-80.9% | $93,606-77.2% | $145,922-85.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 51.38% | 202.98%-151.6pp | 133.20%-81.8pp | 561.29%-509.9pp |
| Employer contribution / active EE | $1,481 | $3,090-52.1% | $2,420-38.8% | $4,660-68.2% |
| Participant deferral / active EE | $2,490 | $4,912-49.3% | $4,411-43.6% | $6,688-62.8% |
| Admin fee / account holder | $6,780 | $10,250-33.8% | $8,285-18.2% | $13,397-49.4% |