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 | $92,080 | $112,096-17.9% | $95,952-4.0% | $158,922-42.1% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 15.47% | 171.09%-155.6pp | 91.61%-76.1pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,120 | $3,198-65.0% | $2,541-55.9% | $4,761-76.5% |
| Participant deferral / active EE | $1,634 | $4,784-65.8% | $4,167-60.8% | $5,982-72.7% |
| Admin fee / account holder | $1,735 | $10,130-82.9% | $6,795-74.5% | $11,246-84.6% |