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 | $101,478 | $157,256-35.5% | $141,162-28.1% | $152,861-33.6% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.4%+4.2pp |
| Annual return | 25.43% | 64.32%-38.9pp | 71.39%-46.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,265 | $5,261-76.0% | $4,735-73.3% | $4,762-73.4% |
| Participant deferral / active EE | $4,286 | $7,109-39.7% | $6,709-36.1% | $5,850-26.7% |
| Admin fee / account holder | $371 | $12,120-96.9% | $10,261-96.4% | $11,596-96.8% |