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 | $45,170 | $157,256-71.3% | $141,162-68.0% | $152,861-70.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 19.57% | 64.32%-44.8pp | 71.39%-51.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $3,580 | $5,261-32.0% | $4,735-24.4% | $4,762-24.8% |
| Participant deferral / active EE | $7,636 | $7,109+7.4% | $6,709+13.8% | $5,850+30.5% |
| Admin fee / account holder | $1,666 | $12,120-86.3% | $10,261-83.8% | $11,596-85.6% |