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 | $22,108 | $157,256-85.9% | $141,162-84.3% | $152,861-85.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 18.64% | 64.32%-45.7pp | 71.39%-52.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $2,605 | $5,261-50.5% | $4,735-45.0% | $4,762-45.3% |
| Participant deferral / active EE | $4,228 | $7,109-40.5% | $6,709-37.0% | $5,850-27.7% |
| Admin fee / account holder | $10,668 | $12,120-12.0% | $10,261+4.0% | $11,596-8.0% |