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 | $46,139 | $180,449-74.4% | $154,107-70.1% | $135,375-65.9% |
| Participation rate | 77.3% | 87.4%-10.2pp | 83.0%-5.8pp | 82.6%-5.4pp |
| Annual return | -4.70% | 888.09%-892.8pp | 735.12%-739.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,408 | $6,035-60.1% | $5,298-54.5% | $4,779-49.6% |
| Participant deferral / active EE | $7,712 | $5,806+32.8% | $5,081+51.8% | $5,609+37.5% |
| Admin fee / account holder | $1,677 | $16,143-89.6% | $13,411-87.5% | $10,827-84.5% |