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 | $27,203 | $148,534-81.7% | $135,903-80.0% | $139,434-80.5% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 12.86% | 79.19%-66.3pp | 68.23%-55.4pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,652 | $5,243-49.4% | $4,856-45.4% | $4,751-44.2% |
| Participant deferral / active EE | $4,477 | $8,100-44.7% | $7,758-42.3% | $6,710-33.3% |
| Admin fee / account holder | $4,911 | $12,400-60.4% | $10,762-54.4% | $11,403-56.9% |