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 | $42,904 | $106,515-59.7% | $96,683-55.6% | $139,434-69.2% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 22.72% | 38.43%-15.7pp | 35.69%-13.0pp | 372.94%-350.2pp |
| Employer contribution / active EE | $2,455 | $4,103-40.2% | $3,737-34.3% | $4,751-48.3% |
| Participant deferral / active EE | $3,430 | $5,454-37.1% | $4,878-29.7% | $6,710-48.9% |
| Admin fee / account holder | $526 | $7,877-93.3% | $6,730-92.2% | $11,403-95.4% |