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 | $99,150 | $118,450-16.3% | $98,439+0.7% | $139,434-28.9% |
| Participation rate | 81.8% | 77.4%+4.4pp | 75.2%+6.7pp | 80.3%+1.5pp |
| Annual return | 9.76% | 18.94%-9.2pp | 21.16%-11.4pp | 372.94%-363.2pp |
| Employer contribution / active EE | $1,009 | $3,609-72.1% | $3,048-66.9% | $4,751-78.8% |
| Participant deferral / active EE | $4,035 | $5,392-25.2% | $4,738-14.8% | $6,710-39.9% |
| Admin fee / account holder | $2,280 | $14,026-83.7% | $8,948-74.5% | $11,403-80.0% |