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 | $23,203 | $178,174-87.0% | $156,181-85.1% | $137,256-83.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 51.13% | 84.19%-33.1pp | 64.87%-13.7pp | 220.34%-169.2pp |
| Employer contribution / active EE | $2,849 | $4,972-42.7% | $4,294-33.6% | $4,156-31.4% |
| Participant deferral / active EE | $5,357 | $6,888-22.2% | $6,132-12.6% | $6,407-16.4% |
| Admin fee / account holder | $2,267 | $17,404-87.0% | $14,586-84.5% | $12,270-81.5% |