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 | $79,821 | $112,096-28.8% | $95,952-16.8% | $158,922-49.8% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 13.28% | 171.09%-157.8pp | 91.61%-78.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,414 | $3,198-24.5% | $2,541-5.0% | $4,761-49.3% |
| Participant deferral / active EE | $7,131 | $4,784+49.1% | $4,167+71.1% | $5,982+19.2% |
| Admin fee / account holder | $1,287 | $10,130-87.3% | $6,795-81.1% | $11,246-88.6% |