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 | $32,675 | $112,096-70.9% | $95,952-65.9% | $158,922-79.4% |
| Participation rate | 90.5% | 79.0%+11.5pp | 77.1%+13.4pp | 82.0%+8.5pp |
| Annual return | 14.20% | 171.09%-156.9pp | 91.61%-77.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,467 | $3,198-54.1% | $2,541-42.3% | $4,761-69.2% |
| Participant deferral / active EE | $1,905 | $4,784-60.2% | $4,167-54.3% | $5,982-68.2% |
| Admin fee / account holder | $4,481 | $10,130-55.8% | $6,795-34.1% | $11,246-60.2% |