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 | $17,138 | $102,966-83.4% | $90,281-81.0% | $152,861-88.8% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.4%-12.4pp |
| Annual return | 26.93% | 95.16%-68.2pp | 78.10%-51.2pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,020 | $3,139-67.5% | $2,854-64.3% | $4,762-78.6% |
| Participant deferral / active EE | $1,037 | $4,281-75.8% | $3,885-73.3% | $5,850-82.3% |
| Admin fee / account holder | $1,019 | $6,171-83.5% | $5,351-81.0% | $11,596-91.2% |