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 | $71,952 | $165,984-56.7% | $164,813-56.3% | $145,922-50.7% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 12.65% | 100.03%-87.4pp | 69.93%-57.3pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,323 | $5,273-74.9% | $4,341-69.5% | $4,660-71.6% |
| Participant deferral / active EE | $4,694 | $6,959-32.5% | $6,031-22.2% | $6,688-29.8% |
| Admin fee / account holder | $10,057 | $16,648-39.6% | $12,690-20.7% | $13,397-24.9% |