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 | $80,401 | $102,382-21.5% | $147,005-45.3% | $80,874-0.6% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.2%-9.7pp | 67.6%+4.8pp |
| Annual return | 18.49% | 134.89%-116.4pp | 418.76%-400.3pp | 35.62%-17.1pp |
| Employer contribution / active EE | $1,983 | $3,715-46.6% | $4,934-59.8% | $2,756-28.0% |
| Participant deferral / active EE | $3,661 | $6,646-44.9% | $8,070-54.6% | $4,297-14.8% |
| Admin fee / account holder | $1,813 | $7,942-77.2% | $13,006-86.1% | $6,935-73.9% |