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 | $27,923 | $148,534-81.2% | $135,903-79.5% | $139,434-80.0% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 12.74% | 79.19%-66.4pp | 68.23%-55.5pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,624 | $5,243-69.0% | $4,856-66.6% | $4,751-65.8% |
| Participant deferral / active EE | $4,235 | $8,100-47.7% | $7,758-45.4% | $6,710-36.9% |
| Admin fee / account holder | $511 | $12,400-95.9% | $10,762-95.3% | $11,403-95.5% |