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 | $43,988 | $115,770-62.0% | $101,248-56.6% | $158,922-72.3% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 18.78% | 56.14%-37.4pp | 46.47%-27.7pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,585 | $4,175-38.1% | $3,660-29.4% | $4,761-45.7% |
| Participant deferral / active EE | $4,818 | $4,957-2.8% | $4,370+10.3% | $5,982-19.5% |
| Admin fee / account holder | $593 | $7,245-91.8% | $5,945-90.0% | $11,246-94.7% |