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 | $69,439 | $157,256-55.8% | $141,162-50.8% | $152,861-54.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 17.46% | 64.32%-46.9pp | 71.39%-53.9pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,697 | $5,261-67.7% | $4,735-64.2% | $4,762-64.4% |
| Participant deferral / active EE | $5,236 | $7,109-26.4% | $6,709-22.0% | $5,850-10.5% |
| Admin fee / account holder | $931 | $12,120-92.3% | $10,261-90.9% | $11,596-92.0% |