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 | $34,971 | $111,535-68.6% | $105,223-66.8% | $137,256-74.5% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.5pp | 80.0%-1.4pp |
| Annual return | 13.95% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $897 | $3,939-77.2% | $3,689-75.7% | $4,156-78.4% |
| Participant deferral / active EE | $4,035 | $5,500-26.6% | $5,072-20.4% | $6,407-37.0% |
| Admin fee / account holder | $9,506 | $9,721-2.2% | $8,859+7.3% | $12,270-22.5% |