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 | $82,931 | $115,770-28.4% | $101,248-18.1% | $158,922-47.8% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 9.44% | 56.14%-46.7pp | 46.47%-37.0pp | 302.83%-293.4pp |
| Employer contribution / active EE | $1,776 | $4,175-57.4% | $3,660-51.5% | $4,761-62.7% |
| Participant deferral / active EE | $4,842 | $4,957-2.3% | $4,370+10.8% | $5,982-19.1% |
| Admin fee / account holder | $537 | $7,245-92.6% | $5,945-91.0% | $11,246-95.2% |