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 | $47,146 | $107,334-56.1% | $92,893-49.2% | $152,861-69.2% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 12.22% | 145.58%-133.4pp | 109.41%-97.2pp | 345.32%-333.1pp |
| Employer contribution / active EE | $1,091 | $4,221-74.2% | $3,653-70.1% | $4,762-77.1% |
| Participant deferral / active EE | $4,044 | $4,845-16.5% | $4,236-4.5% | $5,850-30.9% |
| Admin fee / account holder | $695 | $7,079-90.2% | $5,794-88.0% | $11,596-94.0% |