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 | $85,071 | $107,334-20.7% | $92,893-8.4% | $152,861-44.3% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 16.57% | 145.58%-129.0pp | 109.41%-92.8pp | 345.32%-328.7pp |
| Employer contribution / active EE | $1,539 | $4,221-63.5% | $3,653-57.9% | $4,762-67.7% |
| Participant deferral / active EE | $3,172 | $4,845-34.5% | $4,236-25.1% | $5,850-45.8% |
| Admin fee / account holder | $4,597 | $7,079-35.1% | $5,794-20.7% | $11,596-60.4% |