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 | $21,704 | $90,600-76.0% | $79,464-72.7% | $135,375-84.0% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | 3.20% | 977.43%-974.2pp | 718.14%-714.9pp | 519.73%-516.5pp |
| Employer contribution / active EE | $1,565 | $3,068-49.0% | $2,800-44.1% | $4,779-67.2% |
| Participant deferral / active EE | $4,946 | $4,050+22.1% | $3,704+33.5% | $5,609-11.8% |
| Admin fee / account holder | $3,586 | $5,907-39.3% | $5,113-29.9% | $10,827-66.9% |