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 | $76,392 | $110,502-30.9% | $80,716-5.4% | $167,490-54.4% |
| Participation rate | 77.8% | 64.0%+13.8pp | 54.2%+23.6pp | 82.1%-4.3pp |
| Annual return | 18.95% | 120.54%-101.6pp | 87.28%-68.3pp | 478.56%-459.6pp |
| Employer contribution / active EE | $1,237 | $1,543-19.8% | $1,160+6.6% | $4,837-74.4% |
| Participant deferral / active EE | $4,100 | $2,871+42.8% | $2,146+91.1% | $6,341-35.3% |
| Admin fee / account holder | $1,530 | $4,545-66.3% | $3,380-54.7% | $12,309-87.6% |