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 | $94,131 | $226,064-58.4% | $182,532-48.4% | $152,861-38.4% |
| Participation rate | 76.2% | 82.5%-6.3pp | 78.0%-1.8pp | 82.4%-6.3pp |
| Annual return | 22.14% | 192.51%-170.4pp | 148.54%-126.4pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,898 | $4,978-61.9% | $4,076-53.4% | $4,762-60.1% |
| Participant deferral / active EE | $4,495 | $6,368-29.4% | $5,524-18.6% | $5,850-23.2% |
| Admin fee / account holder | $540 | $10,703-95.0% | $8,592-93.7% | $11,596-95.3% |