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 | $86,281 | $152,587-43.5% | $125,175-31.1% | $152,861-43.6% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 11.46% | 54.84%-43.4pp | 43.79%-32.3pp | 345.32%-333.9pp |
| Employer contribution / active EE | $1,641 | $4,946-66.8% | $3,865-57.5% | $4,762-65.5% |
| Participant deferral / active EE | $2,620 | $5,868-55.3% | $4,937-46.9% | $5,850-55.2% |
| Admin fee / account holder | $1,627 | $13,434-87.9% | $9,702-83.2% | $11,596-86.0% |