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 | $55,956 | $114,381-51.1% | $107,525-48.0% | $142,382-60.7% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 14.22% | 242.71%-228.5pp | 181.32%-167.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,947 | $4,015-26.6% | $3,754-21.5% | $4,299-31.5% |
| Participant deferral / active EE | $1,741 | $5,564-68.7% | $5,116-66.0% | $6,507-73.2% |
| Admin fee / account holder | $5,307 | $9,860-46.2% | $8,919-40.5% | $12,624-58.0% |