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 | $21,034 | $74,888-71.9% | $71,209-70.5% | $142,382-85.2% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 14.04% | 345.14%-331.1pp | 282.51%-268.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,190 | $2,854-23.3% | $2,721-19.5% | $4,299-49.1% |
| Participant deferral / active EE | $3,280 | $4,454-26.4% | $4,175-21.5% | $6,507-49.6% |
| Admin fee / account holder | $20,104 | $5,568+261.0% | $5,349+275.9% | $12,624+59.3% |