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 | $85,470 | $115,770-26.2% | $101,248-15.6% | $158,922-46.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 15.27% | 56.14%-40.9pp | 46.47%-31.2pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,146 | $4,175-48.6% | $3,660-41.4% | $4,761-54.9% |
| Participant deferral / active EE | $4,444 | $4,957-10.4% | $4,370+1.7% | $5,982-25.7% |
| Admin fee / account holder | $2,827 | $7,245-61.0% | $5,945-52.5% | $11,246-74.9% |