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 | $90,622 | $157,256-42.4% | $141,162-35.8% | $152,861-40.7% |
| Participation rate | 82.6% | 84.8%-2.2pp | 82.5%+0.1pp | 82.4%+0.2pp |
| Annual return | 22.38% | 64.32%-41.9pp | 71.39%-49.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,671 | $5,261-68.2% | $4,735-64.7% | $4,762-64.9% |
| Participant deferral / active EE | $4,874 | $7,109-31.4% | $6,709-27.4% | $5,850-16.7% |
| Admin fee / account holder | $419 | $12,120-96.5% | $10,261-95.9% | $11,596-96.4% |