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 | $38,738 | $127,386-69.6% | $115,037-66.3% | $125,391-69.1% |
| Participation rate | 78.6% | 84.2%-5.6pp | 81.4%-2.8pp | 83.2%-4.6pp |
| Annual return | -1.90% | 31.28%-33.2pp | 26.14%-28.0pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,775 | $5,166-65.6% | $4,608-61.5% | $4,866-63.5% |
| Participant deferral / active EE | $2,913 | $6,423-54.6% | $6,026-51.7% | $5,352-45.6% |
| Admin fee / account holder | $996 | $9,516-89.5% | $8,175-87.8% | $9,540-89.6% |