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 | $80,772 | $152,587-47.1% | $125,175-35.5% | $152,861-47.2% |
| Participation rate | 86.7% | 83.3%+3.3pp | 79.8%+6.9pp | 82.4%+4.2pp |
| Annual return | 25.62% | 54.84%-29.2pp | 43.79%-18.2pp | 345.32%-319.7pp |
| Employer contribution / active EE | $2,204 | $4,946-55.4% | $3,865-43.0% | $4,762-53.7% |
| Participant deferral / active EE | $5,980 | $5,868+1.9% | $4,937+21.1% | $5,850+2.2% |
| Admin fee / account holder | $894 | $13,434-93.3% | $9,702-90.8% | $11,596-92.3% |