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 | $41,308 | $107,934-61.7% | $91,989-55.1% | $152,861-73.0% |
| Participation rate | 82.6% | 81.2%+1.4pp | 78.6%+4.0pp | 82.4%+0.2pp |
| Annual return | 20.82% | 89.24%-68.4pp | 69.02%-48.2pp | 345.32%-324.5pp |
| Employer contribution / active EE | $3,697 | $4,210-12.2% | $3,452+7.1% | $4,762-22.4% |
| Participant deferral / active EE | $4,103 | $6,364-35.5% | $5,923-30.7% | $5,850-29.9% |
| Admin fee / account holder | $634 | $10,520-94.0% | $7,743-91.8% | $11,596-94.5% |