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 | $66,646 | $111,724-40.3% | $93,606-28.8% | $145,922-54.3% |
| Participation rate | 78.6% | 74.2%+4.4pp | 68.7%+9.9pp | 80.3%-1.7pp |
| Annual return | 10.38% | 202.98%-192.6pp | 133.20%-122.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,650 | $3,090-46.6% | $2,420-31.8% | $4,660-64.6% |
| Participant deferral / active EE | $4,447 | $4,912-9.5% | $4,411+0.8% | $6,688-33.5% |
| Admin fee / account holder | $2,607 | $10,250-74.6% | $8,285-68.5% | $13,397-80.5% |