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 | $60,343 | $157,256-61.6% | $141,162-57.3% | $152,861-60.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 17.89% | 64.32%-46.4pp | 71.39%-53.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,581 | $5,261-50.9% | $4,735-45.5% | $4,762-45.8% |
| Participant deferral / active EE | $4,110 | $7,109-42.2% | $6,709-38.7% | $5,850-29.8% |
| Admin fee / account holder | $1,084 | $12,120-91.1% | $10,261-89.4% | $11,596-90.7% |