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 | $41,394 | $135,952-69.6% | $123,892-66.6% | $273,961-84.9% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 10.18% | 56.63%-46.4pp | 47.52%-37.3pp | 41.45%-31.3pp |
| Employer contribution / active EE | $2,245 | $5,170-56.6% | $4,617-51.4% | $4,869-53.9% |
| Participant deferral / active EE | $4,778 | $6,343-24.7% | $5,984-20.2% | $5,287-9.6% |
| Admin fee / account holder | $462 | $9,817-95.3% | $8,357-94.5% | $10,132-95.4% |