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 | $28,761 | $107,334-73.2% | $92,893-69.0% | $152,861-81.2% |
| Participation rate | 73.7% | 79.8%-6.1pp | 76.0%-2.3pp | 82.4%-8.8pp |
| Annual return | 28.92% | 145.58%-116.7pp | 109.41%-80.5pp | 345.32%-316.4pp |
| Employer contribution / active EE | $2,272 | $4,221-46.2% | $3,653-37.8% | $4,762-52.3% |
| Participant deferral / active EE | $4,426 | $4,845-8.7% | $4,236+4.5% | $5,850-24.4% |
| Admin fee / account holder | $1,544 | $7,079-78.2% | $5,794-73.4% | $11,596-86.7% |