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 | $41,882 | $105,126-60.2% | $94,646-55.7% | $139,434-70.0% |
| Participation rate | 81.0% | 82.4%-1.4pp | 80.8%+0.1pp | 80.3%+0.6pp |
| Annual return | 12.63% | 38.03%-25.4pp | 156.71%-144.1pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,254 | $4,106-69.4% | $3,672-65.8% | $4,751-73.6% |
| Participant deferral / active EE | $4,437 | $7,599-41.6% | $7,418-40.2% | $6,710-33.9% |
| Admin fee / account holder | $355 | $8,984-96.0% | $7,231-95.1% | $11,403-96.9% |