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 | $30,099 | $157,256-80.9% | $141,162-78.7% | $152,861-80.3% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.4%+4.5pp |
| Annual return | 21.82% | 64.32%-42.5pp | 71.39%-49.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $3,159 | $5,261-40.0% | $4,735-33.3% | $4,762-33.7% |
| Participant deferral / active EE | $6,875 | $7,109-3.3% | $6,709+2.5% | $5,850+17.5% |
| Admin fee / account holder | $4,074 | $12,120-66.4% | $10,261-60.3% | $11,596-64.9% |