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 | $82,400 | $112,096-26.5% | $95,952-14.1% | $158,922-48.2% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 16.09% | 171.09%-155.0pp | 91.61%-75.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $3,361 | $3,198+5.1% | $2,541+32.3% | $4,761-29.4% |
| Participant deferral / active EE | $3,471 | $4,784-27.4% | $4,167-16.7% | $5,982-42.0% |
| Admin fee / account holder | $2,119 | $10,130-79.1% | $6,795-68.8% | $11,246-81.2% |