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 | $82,300 | $115,770-28.9% | $101,248-18.7% | $158,922-48.2% |
| Participation rate | 81.3% | 79.4%+1.9pp | 75.8%+5.4pp | 82.0%-0.7pp |
| Annual return | 14.82% | 56.14%-41.3pp | 46.47%-31.7pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,912 | $4,175-54.2% | $3,660-47.8% | $4,761-59.8% |
| Participant deferral / active EE | $6,842 | $4,957+38.0% | $4,370+56.6% | $5,982+14.4% |
| Admin fee / account holder | $459 | $7,245-93.7% | $5,945-92.3% | $11,246-95.9% |