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 | $79,555 | $114,381-30.4% | $107,525-26.0% | $142,382-44.1% |
| Participation rate | 73.7% | 78.1%-4.5pp | 75.1%-1.4pp | 80.1%-6.4pp |
| Annual return | 14.03% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,767 | $4,015-56.0% | $3,754-52.9% | $4,299-58.9% |
| Participant deferral / active EE | $4,493 | $5,564-19.2% | $5,116-12.2% | $6,507-30.9% |
| Admin fee / account holder | $1,407 | $9,860-85.7% | $8,919-84.2% | $12,624-88.9% |