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 | $82,326 | $111,724-26.3% | $93,606-12.1% | $145,922-43.6% |
| Participation rate | 70.8% | 74.2%-3.4pp | 68.7%+2.1pp | 80.3%-9.4pp |
| Annual return | 9.42% | 202.98%-193.6pp | 133.20%-123.8pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,962 | $3,090-36.5% | $2,420-18.9% | $4,660-57.9% |
| Participant deferral / active EE | $5,265 | $4,912+7.2% | $4,411+19.3% | $6,688-21.3% |
| Admin fee / account holder | $659 | $10,250-93.6% | $8,285-92.0% | $13,397-95.1% |