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 | $36,600 | $107,334-65.9% | $92,893-60.6% | $152,861-76.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 15.65% | 145.58%-129.9pp | 109.41%-93.8pp | 345.32%-329.7pp |
| Employer contribution / active EE | $1,759 | $4,221-58.3% | $3,653-51.8% | $4,762-63.1% |
| Participant deferral / active EE | $3,638 | $4,845-24.9% | $4,236-14.1% | $5,850-37.8% |
| Admin fee / account holder | $9,814 | $7,079+38.6% | $5,794+69.4% | $11,596-15.4% |