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 | $51,387 | $105,181-51.1% | $159,436-67.8% | $85,850-40.1% |
| Participation rate | 80.9% | 75.8%+5.1pp | 82.8%-2.0pp | 69.3%+11.5pp |
| Annual return | 16.54% | 45.07%-28.5pp | 263.57%-247.0pp | 318.53%-302.0pp |
| Employer contribution / active EE | $3,492 | $3,318+5.3% | $4,829-27.7% | $2,565+36.2% |
| Participant deferral / active EE | $6,747 | $5,945+13.5% | $7,352-8.2% | $3,952+70.7% |
| Admin fee / account holder | $480 | $6,933-93.1% | $10,799-95.6% | $6,260-92.3% |