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 | $70,211 | $162,781-56.9% | $133,956-47.6% | $158,922-55.8% |
| Participation rate | 78.6% | 83.2%-4.6pp | 79.8%-1.3pp | 82.0%-3.4pp |
| Annual return | 16.33% | 41.94%-25.6pp | 45.09%-28.8pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,588 | $4,975-68.1% | $3,919-59.5% | $4,761-66.6% |
| Participant deferral / active EE | $2,368 | $5,911-59.9% | $5,048-53.1% | $5,982-60.4% |
| Admin fee / account holder | $1,453 | $11,736-87.6% | $8,927-83.7% | $11,246-87.1% |