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 | $85,464 | $111,724-23.5% | $93,606-8.7% | $145,922-41.4% |
| Participation rate | 82.6% | 74.2%+8.4pp | 68.7%+13.9pp | 80.3%+2.3pp |
| Annual return | 16.35% | 202.98%-186.6pp | 133.20%-116.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,283 | $3,090-58.5% | $2,420-47.0% | $4,660-72.5% |
| Participant deferral / active EE | $4,607 | $4,912-6.2% | $4,411+4.4% | $6,688-31.1% |
| Admin fee / account holder | $8,252 | $10,250-19.5% | $8,285-0.4% | $13,397-38.4% |