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 | $30,278 | $107,334-71.8% | $92,893-67.4% | $152,861-80.2% |
| Participation rate | 88.2% | 79.8%+8.4pp | 76.0%+12.2pp | 82.4%+5.8pp |
| Annual return | 24.62% | 145.58%-121.0pp | 109.41%-84.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,498 | $4,221-64.5% | $3,653-59.0% | $4,762-68.5% |
| Participant deferral / active EE | $5,440 | $4,845+12.3% | $4,236+28.4% | $5,850-7.0% |
| Admin fee / account holder | $883 | $7,079-87.5% | $5,794-84.8% | $11,596-92.4% |