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 | $44,836 | $53,822-16.7% | $75,696-40.8% | $85,850-47.8% |
| Participation rate | 80.4% | 69.1%+11.3pp | 74.8%+5.6pp | 69.3%+11.1pp |
| Annual return | 30.46% | 24.54%+5.9pp | 104.53%-74.1pp | 318.53%-288.1pp |
| Employer contribution / active EE | $1,736 | $2,017-13.9% | $2,743-36.7% | $2,565-32.3% |
| Participant deferral / active EE | $3,955 | $2,895+36.6% | $3,821+3.5% | $3,952+0.1% |
| Admin fee / account holder | $422 | $3,343-87.4% | $3,619-88.3% | $6,260-93.3% |