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 | $32,998 | $96,635-65.9% | $86,612-61.9% | $139,434-76.3% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 16.63% | 106.41%-89.8pp | 591.07%-574.4pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,388 | $3,263-57.5% | $3,022-54.1% | $4,751-70.8% |
| Participant deferral / active EE | $4,414 | $4,836-8.7% | $4,438-0.5% | $6,710-34.2% |
| Admin fee / account holder | $306 | $6,408-95.2% | $5,614-94.5% | $11,403-97.3% |