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 | $82,804 | $157,256-47.3% | $141,162-41.3% | $152,861-45.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 27.82% | 64.32%-36.5pp | 71.39%-43.6pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,421 | $5,261-73.0% | $4,735-70.0% | $4,762-70.2% |
| Participant deferral / active EE | $2,461 | $7,109-65.4% | $6,709-63.3% | $5,850-57.9% |
| Admin fee / account holder | $1,482 | $12,120-87.8% | $10,261-85.6% | $11,596-87.2% |