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 | $80,896 | $112,881-28.3% | $90,951-11.1% | $158,922-49.1% |
| Participation rate | 72.2% | 74.7%-2.5pp | 69.0%+3.2pp | 82.0%-9.7pp |
| Annual return | 20.04% | 215.79%-195.8pp | 134.60%-114.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,121 | $2,893-61.3% | $2,122-47.2% | $4,761-76.5% |
| Participant deferral / active EE | $4,226 | $4,128+2.4% | $3,373+25.3% | $5,982-29.4% |
| Admin fee / account holder | $1,310 | $8,041-83.7% | $5,959-78.0% | $11,246-88.4% |