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 | $99,328 | $183,592-45.9% | $155,567-36.2% | $145,959-31.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.70% | 61.24%-46.5pp | 64.74%-50.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $1,948 | $5,315-63.3% | $4,674-58.3% | $4,661-58.2% |
| Participant deferral / active EE | $4,713 | $6,464-27.1% | $5,628-16.2% | $6,689-29.5% |
| Admin fee / account holder | $1,467 | $19,318-92.4% | $15,916-90.8% | $13,398-89.0% |