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 | $28,003 | $101,069-72.3% | $81,478-65.6% | $147,584-81.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 20.67% | 32.40%-11.7pp | 38.78%-18.1pp | 578.55%-557.9pp |
| Employer contribution / active EE | $1,150 | $3,205-64.1% | $2,568-55.2% | $4,876-76.4% |
| Participant deferral / active EE | $5,567 | $4,242+31.2% | $3,537+57.4% | $5,439+2.4% |
| Admin fee / account holder | $2,352 | $5,812-59.5% | $4,561-48.4% | $10,885-78.4% |