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 | $83,984 | $112,096-25.1% | $95,952-12.5% | $158,922-47.2% |
| Participation rate | 95.2% | 79.0%+16.3pp | 77.1%+18.2pp | 82.0%+13.3pp |
| Annual return | 14.02% | 171.09%-157.1pp | 91.61%-77.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,773 | $3,198-44.6% | $2,541-30.2% | $4,761-62.8% |
| Participant deferral / active EE | $3,438 | $4,784-28.1% | $4,167-17.5% | $5,982-42.5% |
| Admin fee / account holder | $4,838 | $10,130-52.2% | $6,795-28.8% | $11,246-57.0% |