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 | $71,630 | $105,181-31.9% | $159,436-55.1% | $85,850-16.6% |
| Participation rate | 76.5% | 75.8%+0.8pp | 82.8%-6.3pp | 69.3%+7.2pp |
| Annual return | 18.26% | 45.07%-26.8pp | 263.57%-245.3pp | 318.53%-300.3pp |
| Employer contribution / active EE | $1,213 | $3,318-63.5% | $4,829-74.9% | $2,565-52.7% |
| Participant deferral / active EE | $5,114 | $5,945-14.0% | $7,352-30.4% | $3,952+29.4% |
| Admin fee / account holder | $1,526 | $6,933-78.0% | $10,799-85.9% | $6,260-75.6% |