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 | $81,962 | $132,634-38.2% | $115,768-29.2% | $137,256-40.3% |
| Participation rate | 79.2% | 77.9%+1.3pp | 74.4%+4.8pp | 80.0%-0.8pp |
| Annual return | 12.54% | 160.70%-148.2pp | 100.46%-87.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,637 | $3,360-51.3% | $2,940-44.3% | $4,156-60.6% |
| Participant deferral / active EE | $2,260 | $5,619-59.8% | $4,917-54.0% | $6,407-64.7% |
| Admin fee / account holder | $1,584 | $15,028-89.5% | $12,439-87.3% | $12,270-87.1% |