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 | $80,292 | $138,347-42.0% | $184,203-56.4% | $80,856-0.7% |
| Participation rate | 83.8% | 83.9%-0.1pp | 86.8%-3.0pp | 67.6%+16.1pp |
| Annual return | 16.64% | 20.02%-3.4pp | 28.81%-12.2pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,961 | $4,850-59.6% | $6,427-69.5% | $2,755-28.8% |
| Participant deferral / active EE | $5,280 | $7,071-25.3% | $9,131-42.2% | $4,296+22.9% |
| Admin fee / account holder | $8,193 | $10,483-21.8% | $13,901-41.1% | $6,918+18.4% |