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 | $77,139 | $112,096-31.2% | $95,952-19.6% | $158,922-51.5% |
| Participation rate | 88.2% | 79.0%+9.3pp | 77.1%+11.2pp | 82.0%+6.3pp |
| Annual return | 16.71% | 171.09%-154.4pp | 91.61%-74.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,064 | $3,198-35.5% | $2,541-18.8% | $4,761-56.7% |
| Participant deferral / active EE | $3,789 | $4,784-20.8% | $4,167-9.1% | $5,982-36.7% |
| Admin fee / account holder | $1,349 | $10,130-86.7% | $6,795-80.1% | $11,246-88.0% |