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 | $71,459 | $138,065-48.2% | $123,544-42.2% | $135,375-47.2% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | 1.21% | 153.68%-152.5pp | 119.20%-118.0pp | 519.73%-518.5pp |
| Employer contribution / active EE | $2,725 | $5,151-47.1% | $4,628-41.1% | $4,779-43.0% |
| Participant deferral / active EE | $8,060 | $6,799+18.5% | $6,426+25.4% | $5,609+43.7% |
| Admin fee / account holder | $457 | $10,916-95.8% | $9,284-95.1% | $10,827-95.8% |