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 | $64,912 | $95,561-32.1% | $77,163-15.9% | $139,434-53.4% |
| Participation rate | 78.9% | 73.9%+5.0pp | 69.6%+9.4pp | 80.3%-1.4pp |
| Annual return | 13.43% | 54.92%-41.5pp | 37.87%-24.4pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,352 | $3,147-57.0% | $2,535-46.7% | $4,751-71.5% |
| Participant deferral / active EE | $3,184 | $4,624-31.1% | $3,833-16.9% | $6,710-52.5% |
| Admin fee / account holder | $1,784 | $8,295-78.5% | $5,472-67.4% | $11,403-84.4% |