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 | $39,930 | $117,841-66.1% | $102,423-61.0% | $145,922-72.6% |
| Participation rate | 78.9% | 78.6%+0.4pp | 76.5%+2.5pp | 80.3%-1.3pp |
| Annual return | 10.81% | 31.65%-20.8pp | 29.32%-18.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,919 | $3,615-46.9% | $3,023-36.5% | $4,660-58.8% |
| Participant deferral / active EE | $4,891 | $5,731-14.7% | $5,053-3.2% | $6,688-26.9% |
| Admin fee / account holder | $650 | $13,326-95.1% | $9,451-93.1% | $13,397-95.1% |