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 | $35,831 | $112,096-68.0% | $95,952-62.7% | $158,922-77.5% |
| Participation rate | 70.6% | 79.0%-8.4pp | 77.1%-6.5pp | 82.0%-11.4pp |
| Annual return | 18.98% | 171.09%-152.1pp | 91.61%-72.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,364 | $3,198-26.1% | $2,541-7.0% | $4,761-50.3% |
| Participant deferral / active EE | $2,891 | $4,784-39.6% | $4,167-30.6% | $5,982-51.7% |
| Admin fee / account holder | $9,419 | $10,130-7.0% | $6,795+38.6% | $11,246-16.2% |