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 | $133,922-38.8% | $116,228-29.5% | $142,382-42.4% |
| Participation rate | 79.2% | 77.9%+1.3pp | 74.6%+4.6pp | 80.1%-1.0pp |
| Annual return | 12.54% | 147.76%-135.2pp | 90.06%-77.5pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,637 | $3,446-52.5% | $2,994-45.3% | $4,299-61.9% |
| Participant deferral / active EE | $2,260 | $5,672-60.2% | $4,953-54.4% | $6,507-65.3% |
| Admin fee / account holder | $1,584 | $14,945-89.4% | $11,989-86.8% | $12,624-87.5% |