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 | $29,386 | $127,386-76.9% | $115,037-74.5% | $125,391-76.6% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -3.17% | 31.28%-34.4pp | 26.14%-29.3pp | 282.22%-285.4pp |
| Employer contribution / active EE | $4,052 | $5,166-21.6% | $4,608-12.1% | $4,866-16.7% |
| Participant deferral / active EE | $4,062 | $6,423-36.8% | $6,026-32.6% | $5,352-24.1% |
| Admin fee / account holder | $1,201 | $9,516-87.4% | $8,175-85.3% | $9,540-87.4% |