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 | $89,650 | $140,940-36.4% | $112,229-20.1% | $139,434-35.7% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 19.07% | 32.71%-13.6pp | 30.20%-11.1pp | 372.94%-353.9pp |
| Employer contribution / active EE | $4,033 | $4,283-5.8% | $3,430+17.6% | $4,751-15.1% |
| Participant deferral / active EE | $3,355 | $5,874-42.9% | $4,798-30.1% | $6,710-50.0% |
| Admin fee / account holder | $535 | $9,954-94.6% | $7,748-93.1% | $11,403-95.3% |