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 | $72,053 | $96,635-25.4% | $86,612-16.8% | $139,434-48.3% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 20.57% | 106.41%-85.8pp | 591.07%-570.5pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,984 | $3,263-39.2% | $3,022-34.4% | $4,751-58.2% |
| Participant deferral / active EE | $7,864 | $4,836+62.6% | $4,438+77.2% | $6,710+17.2% |
| Admin fee / account holder | $454 | $6,408-92.9% | $5,614-91.9% | $11,403-96.0% |