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 | $35,816 | $106,890-66.5% | $84,015-57.4% | $152,861-76.6% |
| Participation rate | 91.3% | 75.2%+16.1pp | 69.0%+22.3pp | 82.4%+8.9pp |
| Annual return | 21.91% | 104.99%-83.1pp | 71.31%-49.4pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,502 | $2,734-8.5% | $1,983+26.1% | $4,762-47.5% |
| Participant deferral / active EE | $4,009 | $4,011-0.1% | $3,239+23.8% | $5,850-31.5% |
| Admin fee / account holder | $639 | $8,285-92.3% | $6,101-89.5% | $11,596-94.5% |