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 | $75,070 | $105,998-29.2% | $92,233-18.6% | $147,584-49.1% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 12.05% | 50.05%-38.0pp | 176.28%-164.2pp | 578.55%-566.5pp |
| Employer contribution / active EE | $2,096 | $4,333-51.6% | $3,679-43.0% | $4,876-57.0% |
| Participant deferral / active EE | $4,637 | $4,478+3.5% | $3,897+19.0% | $5,439-14.7% |
| Admin fee / account holder | $1,986 | $6,332-68.6% | $5,194-61.8% | $10,885-81.8% |