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 | $44,426 | $106,515-58.3% | $96,683-54.0% | $139,434-68.1% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 14.46% | 38.43%-24.0pp | 35.69%-21.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $5,416 | $4,103+32.0% | $3,737+44.9% | $4,751+14.0% |
| Participant deferral / active EE | $3,781 | $5,454-30.7% | $4,878-22.5% | $6,710-43.6% |
| Admin fee / account holder | $1,180 | $7,877-85.0% | $6,730-82.5% | $11,403-89.6% |