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 | $79,035 | $102,616-23.0% | $81,983-3.6% | $158,922-50.3% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.2%+21.7pp | 82.0%+9.0pp |
| Annual return | 8.37% | 61.04%-52.7pp | 41.31%-32.9pp | 302.83%-294.5pp |
| Employer contribution / active EE | $2,959 | $3,240-8.7% | $2,498+18.5% | $4,761-37.8% |
| Participant deferral / active EE | $4,026 | $4,648-13.4% | $3,722+8.2% | $5,982-32.7% |
| Admin fee / account holder | $3,584 | $8,235-56.5% | $5,664-36.7% | $11,246-68.1% |