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 | $81,420 | $112,096-27.4% | $95,952-15.1% | $158,922-48.8% |
| Participation rate | 81.3% | 79.0%+2.3pp | 77.1%+4.2pp | 82.0%-0.7pp |
| Annual return | 10.68% | 171.09%-160.4pp | 91.61%-80.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $3,403 | $3,198+6.4% | $2,541+33.9% | $4,761-28.5% |
| Participant deferral / active EE | $9,081 | $4,784+89.8% | $4,167+117.9% | $5,982+51.8% |
| Admin fee / account holder | $4,297 | $10,130-57.6% | $6,795-36.8% | $11,246-61.8% |