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 | $72,991 | $124,281-41.3% | $109,143-33.1% | $167,490-56.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 15.57% | 26.04%-10.5pp | 25.75%-10.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,955 | $4,207-53.5% | $3,722-47.5% | $4,837-59.6% |
| Participant deferral / active EE | $4,439 | $5,255-15.5% | $4,653-4.6% | $6,341-30.0% |
| Admin fee / account holder | $21,332 | $7,970+167.7% | $6,752+215.9% | $12,309+73.3% |