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 | $57,505 | $107,334-46.4% | $92,893-38.1% | $152,861-62.4% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 24.40% | 145.58%-121.2pp | 109.41%-85.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,159 | $4,221-72.5% | $3,653-68.3% | $4,762-75.7% |
| Participant deferral / active EE | $4,279 | $4,845-11.7% | $4,236+1.0% | $5,850-26.9% |
| Admin fee / account holder | $374 | $7,079-94.7% | $5,794-93.5% | $11,596-96.8% |