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 | $85,415 | $238,490-64.2% | $180,183-52.6% | $142,382-40.0% |
| Participation rate | 82.6% | 82.3%+0.3pp | 77.4%+5.2pp | 80.1%+2.5pp |
| Annual return | 20.17% | 33.56%-13.4pp | 27.86%-7.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $4,766 | $6,143-22.4% | $5,039-5.4% | $4,299+10.9% |
| Participant deferral / active EE | $5,510 | $7,996-31.1% | $6,822-19.2% | $6,507-15.3% |
| Admin fee / account holder | $1,419 | $28,866-95.1% | $19,975-92.9% | $12,624-88.8% |