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 | $33,328 | $135,635-75.4% | $110,238-69.8% | $135,375-75.4% |
| Participation rate | 78.6% | 83.5%-4.9pp | 79.8%-1.2pp | 82.6%-4.1pp |
| Annual return | 10.14% | 513.19%-503.0pp | 314.74%-304.6pp | 519.73%-509.6pp |
| Employer contribution / active EE | $1,794 | $4,906-63.4% | $3,826-53.1% | $4,779-62.5% |
| Participant deferral / active EE | $2,676 | $5,506-51.4% | $4,672-42.7% | $5,609-52.3% |
| Admin fee / account holder | $6,484 | $11,457-43.4% | $8,547-24.1% | $10,827-40.1% |