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 | $23,052 | $117,983-80.5% | $101,794-77.4% | $142,382-83.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 10.60% | 36.92%-26.3pp | 30.53%-19.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,348 | $2,773-51.4% | $2,289-41.1% | $4,299-68.7% |
| Participant deferral / active EE | $1,886 | $4,714-60.0% | $4,084-53.8% | $6,507-71.0% |
| Admin fee / account holder | $22,727 | $10,433+117.8% | $8,777+158.9% | $12,624+80.0% |