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 | $74,332 | $124,281-40.2% | $109,143-31.9% | $167,490-55.6% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 10.39% | 26.04%-15.7pp | 25.75%-15.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $1,059 | $4,207-74.8% | $3,722-71.5% | $4,837-78.1% |
| Participant deferral / active EE | $4,774 | $5,255-9.2% | $4,653+2.6% | $6,341-24.7% |
| Admin fee / account holder | $501 | $7,970-93.7% | $6,752-92.6% | $12,309-95.9% |