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 | $37,741 | $157,256-76.0% | $141,162-73.3% | $152,861-75.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 23.63% | 64.32%-40.7pp | 71.39%-47.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,456 | $5,261-72.3% | $4,735-69.3% | $4,762-69.4% |
| Participant deferral / active EE | $3,072 | $7,109-56.8% | $6,709-54.2% | $5,850-47.5% |
| Admin fee / account holder | $1,472 | $12,120-87.9% | $10,261-85.7% | $11,596-87.3% |