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 | $50,935 | $197,591-74.2% | $177,821-71.4% | $158,922-67.9% |
| Participation rate | 87.0% | 88.5%-1.6pp | 87.7%-0.8pp | 82.0%+5.0pp |
| Annual return | 10.44% | 58.76%-48.3pp | 48.32%-37.9pp | 302.83%-292.4pp |
| Employer contribution / active EE | $2,291 | $6,697-65.8% | $5,918-61.3% | $4,761-51.9% |
| Participant deferral / active EE | $3,971 | $8,405-52.8% | $7,714-48.5% | $5,982-33.6% |
| Admin fee / account holder | $13,357 | $15,399-13.3% | $12,427+7.5% | $11,246+18.8% |