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 | $71,154 | $96,635-26.4% | $86,612-17.8% | $139,434-49.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 14.49% | 106.41%-91.9pp | 591.07%-576.6pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,476 | $3,263-54.8% | $3,022-51.2% | $4,751-68.9% |
| Participant deferral / active EE | $2,336 | $4,836-51.7% | $4,438-47.4% | $6,710-65.2% |
| Admin fee / account holder | $2,857 | $6,408-55.4% | $5,614-49.1% | $11,403-74.9% |