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 | $98,730 | $112,096-11.9% | $95,952+2.9% | $158,922-37.9% |
| Participation rate | 72.7% | 79.0%-6.2pp | 77.1%-4.3pp | 82.0%-9.2pp |
| Annual return | 10.30% | 171.09%-160.8pp | 91.61%-81.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $783 | $3,198-75.5% | $2,541-69.2% | $4,761-83.6% |
| Participant deferral / active EE | $3,400 | $4,784-28.9% | $4,167-18.4% | $5,982-43.2% |
| Admin fee / account holder | $4,372 | $10,130-56.8% | $6,795-35.7% | $11,246-61.1% |