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 | $24,744 | $107,334-76.9% | $92,893-73.4% | $152,861-83.8% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 14.82% | 145.58%-130.8pp | 109.41%-94.6pp | 345.32%-330.5pp |
| Employer contribution / active EE | $951 | $4,221-77.5% | $3,653-74.0% | $4,762-80.0% |
| Participant deferral / active EE | $1,757 | $4,845-63.7% | $4,236-58.5% | $5,850-70.0% |
| Admin fee / account holder | $5,533 | $7,079-21.8% | $5,794-4.5% | $11,596-52.3% |