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 | $62,634 | $102,966-39.2% | $90,281-30.6% | $152,861-59.0% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.4%-0.6pp |
| Annual return | 25.58% | 95.16%-69.6pp | 78.10%-52.5pp | 345.32%-319.7pp |
| Employer contribution / active EE | $2,234 | $3,139-28.8% | $2,854-21.8% | $4,762-53.1% |
| Participant deferral / active EE | $3,485 | $4,281-18.6% | $3,885-10.3% | $5,850-40.4% |
| Admin fee / account holder | $865 | $6,171-86.0% | $5,351-83.8% | $11,596-92.5% |