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 | $45,864 | $115,770-60.4% | $101,248-54.7% | $158,922-71.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 9.44% | 56.14%-46.7pp | 46.47%-37.0pp | 302.83%-293.4pp |
| Employer contribution / active EE | $1,166 | $4,175-72.1% | $3,660-68.1% | $4,761-75.5% |
| Participant deferral / active EE | $1,757 | $4,957-64.5% | $4,370-59.8% | $5,982-70.6% |
| Admin fee / account holder | $2,153 | $7,245-70.3% | $5,945-63.8% | $11,246-80.9% |