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 | $97,912 | $109,982-11.0% | $97,226+0.7% | $145,922-32.9% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 7.64% | 242.90%-235.3pp | 75.13%-67.5pp | 561.29%-553.6pp |
| Employer contribution / active EE | $1,951 | $3,084-36.8% | $2,729-28.5% | $4,660-58.1% |
| Participant deferral / active EE | $8,736 | $4,676+86.8% | $4,264+104.9% | $6,688+30.6% |
| Admin fee / account holder | $3,430 | $6,221-44.9% | $5,654-39.3% | $13,397-74.4% |