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 | $34,449 | $96,635-64.4% | $86,612-60.2% | $139,434-75.3% |
| Participation rate | 78.3% | 74.4%+3.9pp | 71.7%+6.6pp | 80.3%-2.1pp |
| Annual return | 16.82% | 106.41%-89.6pp | 591.07%-574.3pp | 372.94%-356.1pp |
| Employer contribution / active EE | $3,119 | $3,263-4.4% | $3,022+3.2% | $4,751-34.3% |
| Participant deferral / active EE | $4,104 | $4,836-15.1% | $4,438-7.5% | $6,710-38.8% |
| Admin fee / account holder | $2,924 | $6,408-54.4% | $5,614-47.9% | $11,403-74.4% |