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 | $22,428 | $157,256-85.7% | $141,162-84.1% | $152,861-85.3% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.4%+1.8pp |
| Annual return | 40.20% | 64.32%-24.1pp | 71.39%-31.2pp | 345.32%-305.1pp |
| Employer contribution / active EE | $1,865 | $5,261-64.5% | $4,735-60.6% | $4,762-60.8% |
| Participant deferral / active EE | $4,557 | $7,109-35.9% | $6,709-32.1% | $5,850-22.1% |
| Admin fee / account holder | $486 | $12,120-96.0% | $10,261-95.3% | $11,596-95.8% |