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 | $65,753 | $197,591-66.7% | $177,821-63.0% | $158,922-58.6% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 29.58% | 58.76%-29.2pp | 48.32%-18.7pp | 302.83%-273.2pp |
| Employer contribution / active EE | $2,632 | $6,697-60.7% | $5,918-55.5% | $4,761-44.7% |
| Participant deferral / active EE | $6,036 | $8,405-28.2% | $7,714-21.7% | $5,982+0.9% |
| Admin fee / account holder | $4,779 | $15,399-69.0% | $12,427-61.5% | $11,246-57.5% |