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 | $26,689 | $112,096-76.2% | $95,952-72.2% | $158,922-83.2% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 15.44% | 171.09%-155.7pp | 91.61%-76.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,967 | $3,198-38.5% | $2,541-22.6% | $4,761-58.7% |
| Participant deferral / active EE | $3,374 | $4,784-29.5% | $4,167-19.0% | $5,982-43.6% |
| Admin fee / account holder | $1,813 | $10,130-82.1% | $6,795-73.3% | $11,246-83.9% |