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 | $64,925 | $226,064-71.3% | $182,532-64.4% | $152,861-57.5% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.0%-5.2pp | 82.4%-9.7pp |
| Annual return | 19.08% | 192.51%-173.4pp | 148.54%-129.5pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,851 | $4,978-42.7% | $4,076-30.1% | $4,762-40.1% |
| Participant deferral / active EE | $3,289 | $6,368-48.4% | $5,524-40.5% | $5,850-43.8% |
| Admin fee / account holder | $993 | $10,703-90.7% | $8,592-88.4% | $11,596-91.4% |