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 | $55,155 | $111,754-50.6% | $103,333-46.6% | $145,922-62.2% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 23.41% | 24.77%-1.4pp | 24.88%-1.5pp | 561.29%-537.9pp |
| Employer contribution / active EE | $1,361 | $4,212-67.7% | $3,868-64.8% | $4,660-70.8% |
| Participant deferral / active EE | $6,480 | $5,619+15.3% | $5,057+28.1% | $6,688-3.1% |
| Admin fee / account holder | $3,370 | $9,750-65.4% | $8,355-59.7% | $13,397-74.8% |