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 | $33,844 | $142,405-76.2% | $115,157-70.6% | $152,861-77.9% |
| Participation rate | 72.7% | 82.4%-9.6pp | 75.9%-3.2pp | 82.4%-9.7pp |
| Annual return | 15.10% | 41.48%-26.4pp | 35.60%-20.5pp | 345.32%-330.2pp |
| Employer contribution / active EE | $1,923 | $4,010-52.0% | $3,179-39.5% | $4,762-59.6% |
| Participant deferral / active EE | $5,122 | $5,164-0.8% | $4,168+22.9% | $5,850-12.4% |
| Admin fee / account holder | $6,131 | $8,462-27.5% | $7,088-13.5% | $11,596-47.1% |