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 | $30,918 | $108,919-71.6% | $100,391-69.2% | $145,922-78.8% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 10.12% | 57.88%-47.8pp | 49.20%-39.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,418 | $4,419-45.3% | $3,942-38.7% | $4,660-48.1% |
| Participant deferral / active EE | $2,732 | $8,445-67.7% | $8,082-66.2% | $6,688-59.2% |
| Admin fee / account holder | $26,022 | $9,689+168.6% | $7,899+229.4% | $13,397+94.2% |