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 | $37,952 | $69,207-45.2% | $64,056-40.8% | $139,434-72.8% |
| Participation rate | 77.8% | 75.6%+2.2pp | 72.3%+5.5pp | 80.3%-2.5pp |
| Annual return | 20.60% | 45.88%-25.3pp | 33.69%-13.1pp | 372.94%-352.3pp |
| Employer contribution / active EE | $3,731 | $3,182+17.3% | $2,747+35.9% | $4,751-21.5% |
| Participant deferral / active EE | $5,895 | $4,682+25.9% | $3,880+51.9% | $6,710-12.1% |
| Admin fee / account holder | $4,336 | $4,244+2.2% | $3,068+41.3% | $11,403-62.0% |