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 | $31,649 | $127,065-75.1% | $113,168-72.0% | $142,382-77.8% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 17.51% | 24.03%-6.5pp | 24.27%-6.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,682 | $3,442-51.1% | $2,975-43.5% | $4,299-60.9% |
| Participant deferral / active EE | $2,300 | $5,716-59.8% | $5,107-55.0% | $6,507-64.6% |
| Admin fee / account holder | $729 | $15,736-95.4% | $12,068-94.0% | $12,624-94.2% |