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 | $74,467 | $107,015-30.4% | $73,545+1.3% | $147,584-49.5% |
| Participation rate | 84.2% | 66.4%+17.8pp | 54.9%+29.3pp | 82.8%+1.4pp |
| Annual return | 20.33% | 38.25%-17.9pp | -15.16%+35.5pp | 578.55%-558.2pp |
| Employer contribution / active EE | $2,882 | $1,760+63.7% | $1,219+136.4% | $4,876-40.9% |
| Participant deferral / active EE | $7,134 | $2,462+189.8% | $1,806+295.0% | $5,439+31.2% |
| Admin fee / account holder | $3,109 | $3,055+1.8% | $2,320+34.0% | $10,885-71.4% |