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 | $33,613 | $176,812-81.0% | $146,665-77.1% | $167,490-79.9% |
| Participation rate | 70.8% | 83.6%-12.8pp | 80.1%-9.2pp | 82.1%-11.3pp |
| Annual return | 16.16% | 24.03%-7.9pp | 22.74%-6.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,632 | $5,160-68.4% | $4,136-60.5% | $4,837-66.3% |
| Participant deferral / active EE | $4,168 | $6,440-35.3% | $5,506-24.3% | $6,341-34.3% |
| Admin fee / account holder | $756 | $13,259-94.3% | $10,280-92.6% | $12,309-93.9% |