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 | $62,270 | $96,635-35.6% | $86,612-28.1% | $139,434-55.3% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 22.24% | 106.41%-84.2pp | 591.07%-568.8pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,697 | $3,263-48.0% | $3,022-43.9% | $4,751-64.3% |
| Participant deferral / active EE | $7,242 | $4,836+49.8% | $4,438+63.2% | $6,710+7.9% |
| Admin fee / account holder | $660 | $6,408-89.7% | $5,614-88.2% | $11,403-94.2% |