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 | $31,018 | $106,515-70.9% | $96,683-67.9% | $139,434-77.8% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 20.86% | 38.43%-17.6pp | 35.69%-14.8pp | 372.94%-352.1pp |
| Employer contribution / active EE | $3,253 | $4,103-20.7% | $3,737-12.9% | $4,751-31.5% |
| Participant deferral / active EE | $5,571 | $5,454+2.1% | $4,878+14.2% | $6,710-17.0% |
| Admin fee / account holder | $1,959 | $7,877-75.1% | $6,730-70.9% | $11,403-82.8% |