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 | $74,055 | $105,181-29.6% | $159,436-53.6% | $85,850-13.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.8%-7.8pp | 69.3%+5.7pp |
| Annual return | 14.91% | 45.07%-30.2pp | 263.57%-248.7pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,615 | $3,318-51.3% | $4,829-66.6% | $2,565-37.0% |
| Participant deferral / active EE | $6,312 | $5,945+6.2% | $7,352-14.2% | $3,952+59.7% |
| Admin fee / account holder | $23,176 | $6,933+234.3% | $10,799+114.6% | $6,260+270.2% |