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 | $31,076 | $157,256-80.2% | $141,162-78.0% | $152,861-79.7% |
| Participation rate | 76.5% | 84.8%-8.3pp | 82.5%-6.0pp | 82.4%-6.0pp |
| Annual return | 22.39% | 64.32%-41.9pp | 71.39%-49.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,923 | $5,261-63.4% | $4,735-59.4% | $4,762-59.6% |
| Participant deferral / active EE | $3,903 | $7,109-45.1% | $6,709-41.8% | $5,850-33.3% |
| Admin fee / account holder | $676 | $12,120-94.4% | $10,261-93.4% | $11,596-94.2% |