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 | $36,569 | $183,963-80.1% | $162,163-77.4% | $152,861-76.1% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.6%-3.3pp | 82.4%+1.8pp |
| Annual return | 20.19% | 150.76%-130.6pp | 115.59%-95.4pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,943 | $6,371-69.5% | $5,614-65.4% | $4,762-59.2% |
| Participant deferral / active EE | $2,970 | $8,034-63.0% | $7,298-59.3% | $5,850-49.2% |
| Admin fee / account holder | $4,164 | $13,121-68.3% | $10,843-61.6% | $11,596-64.1% |