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 | $108,302 | $232,540-53.4% | $185,117-41.5% | $147,584-26.6% |
| Participation rate | 84.6% | 82.4%+2.3pp | 77.3%+7.4pp | 82.8%+1.8pp |
| Annual return | 17.79% | 43.03%-25.2pp | 40.50%-22.7pp | 578.55%-560.8pp |
| Employer contribution / active EE | $760 | $5,195-85.4% | $4,182-81.8% | $4,876-84.4% |
| Participant deferral / active EE | $3,603 | $5,834-38.2% | $5,045-28.6% | $5,439-33.7% |
| Admin fee / account holder | $5,936 | $10,275-42.2% | $8,159-27.3% | $10,885-45.5% |