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 | $81,525 | $107,334-24.0% | $92,893-12.2% | $152,861-46.7% |
| Participation rate | 70.6% | 79.8%-9.2pp | 76.0%-5.4pp | 82.4%-11.9pp |
| Annual return | 23.24% | 145.58%-122.3pp | 109.41%-86.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,326 | $4,221-44.9% | $3,653-36.3% | $4,762-51.2% |
| Participant deferral / active EE | $5,369 | $4,845+10.8% | $4,236+26.7% | $5,850-8.2% |
| Admin fee / account holder | $610 | $7,079-91.4% | $5,794-89.5% | $11,596-94.7% |