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 | $17,621 | $90,503-80.5% | $78,689-77.6% | $273,961-93.6% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 8.74% | 75.60%-66.9pp | 62.18%-53.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,165 | $3,176-63.3% | $2,851-59.1% | $4,869-76.1% |
| Participant deferral / active EE | $3,260 | $3,901-16.4% | $3,517-7.3% | $5,287-38.3% |
| Admin fee / account holder | $461 | $5,263-91.2% | $4,510-89.8% | $10,132-95.4% |