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 | $29,439 | $126,574-76.7% | $106,213-72.3% | $145,922-79.8% |
| Participation rate | 70.8% | 77.6%-6.8pp | 75.3%-4.4pp | 80.3%-9.4pp |
| Annual return | 12.23% | 224.79%-212.6pp | 116.14%-103.9pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,101 | $3,730-43.7% | $3,171-33.8% | $4,660-54.9% |
| Participant deferral / active EE | $4,337 | $5,724-24.2% | $5,016-13.5% | $6,688-35.2% |
| Admin fee / account holder | $16,022 | $17,304-7.4% | $11,033+45.2% | $13,397+19.6% |