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 | $49,127 | $86,286-43.1% | $111,297-55.9% | $85,850-42.8% |
| Participation rate | 73.5% | 73.3%+0.2pp | 77.3%-3.8pp | 69.3%+4.2pp |
| Annual return | 11.23% | 19.99%-8.8pp | 54.65%-43.4pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,830 | $2,043-10.4% | $2,731-33.0% | $2,565-28.7% |
| Participant deferral / active EE | $4,649 | $3,641+27.7% | $4,487+3.6% | $3,952+17.7% |
| Admin fee / account holder | $1,070 | $8,188-86.9% | $7,964-86.6% | $6,260-82.9% |