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 | $43,092 | $112,096-61.6% | $95,952-55.1% | $158,922-72.9% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 8.68% | 171.09%-162.4pp | 91.61%-82.9pp | 302.83%-294.1pp |
| Employer contribution / active EE | $1,587 | $3,198-50.4% | $2,541-37.5% | $4,761-66.7% |
| Participant deferral / active EE | $3,079 | $4,784-35.6% | $4,167-26.1% | $5,982-48.5% |
| Admin fee / account holder | $8,987 | $10,130-11.3% | $6,795+32.3% | $11,246-20.1% |