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 | $96,558 | $105,998-8.9% | $92,233+4.7% | $147,584-34.6% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 18.00% | 50.05%-32.1pp | 176.28%-158.3pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,460 | $4,333-66.3% | $3,679-60.3% | $4,876-70.1% |
| Participant deferral / active EE | $4,422 | $4,478-1.2% | $3,897+13.5% | $5,439-18.7% |
| Admin fee / account holder | $1,493 | $6,332-76.4% | $5,194-71.3% | $10,885-86.3% |