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 | $76,630 | $102,966-25.6% | $90,281-15.1% | $152,861-49.9% |
| Participation rate | 76.5% | 75.9%+0.6pp | 73.3%+3.2pp | 82.4%-6.0pp |
| Annual return | 18.41% | 95.16%-76.8pp | 78.10%-59.7pp | 345.32%-326.9pp |
| Employer contribution / active EE | $1,111 | $3,139-64.6% | $2,854-61.1% | $4,762-76.7% |
| Participant deferral / active EE | $1,681 | $4,281-60.7% | $3,885-56.7% | $5,850-71.3% |
| Admin fee / account holder | $4,438 | $6,171-28.1% | $5,351-17.1% | $11,596-61.7% |