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 | $76,857 | $111,754-31.2% | $103,333-25.6% | $145,922-47.3% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 11.62% | 24.77%-13.1pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,128 | $4,212-49.5% | $3,868-45.0% | $4,660-54.3% |
| Participant deferral / active EE | $2,283 | $5,619-59.4% | $5,057-54.9% | $6,688-65.9% |
| Admin fee / account holder | $7,745 | $9,750-20.6% | $8,355-7.3% | $13,397-42.2% |