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 | $48,315 | $102,966-53.1% | $90,281-46.5% | $152,861-68.4% |
| Participation rate | 72.2% | 75.9%-3.6pp | 73.3%-1.0pp | 82.4%-10.2pp |
| Annual return | 24.35% | 95.16%-70.8pp | 78.10%-53.7pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,228 | $3,139-29.0% | $2,854-21.9% | $4,762-53.2% |
| Participant deferral / active EE | $3,645 | $4,281-14.9% | $3,885-6.2% | $5,850-37.7% |
| Admin fee / account holder | $404 | $6,171-93.4% | $5,351-92.4% | $11,596-96.5% |