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 | $42,418 | $149,734-71.7% | $118,925-64.3% | $158,922-73.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 7.96% | 19.95%-12.0pp | 35.88%-27.9pp | 302.83%-294.9pp |
| Employer contribution / active EE | $1,538 | $4,115-62.6% | $3,263-52.9% | $4,761-67.7% |
| Participant deferral / active EE | $2,453 | $5,223-53.0% | $4,265-42.5% | $5,982-59.0% |
| Admin fee / account holder | $336 | $8,603-96.1% | $6,581-94.9% | $11,246-97.0% |