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 | $57,625 | $157,256-63.4% | $141,162-59.2% | $152,861-62.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 17.07% | 64.32%-47.2pp | 71.39%-54.3pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,438 | $5,261-72.7% | $4,735-69.6% | $4,762-69.8% |
| Participant deferral / active EE | $3,279 | $7,109-53.9% | $6,709-51.1% | $5,850-43.9% |
| Admin fee / account holder | $1,143 | $12,120-90.6% | $10,261-88.9% | $11,596-90.1% |