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 | $17,382 | $106,515-83.7% | $96,683-82.0% | $139,434-87.5% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 24.80% | 38.43%-13.6pp | 35.69%-10.9pp | 372.94%-348.1pp |
| Employer contribution / active EE | $3,163 | $4,103-22.9% | $3,737-15.4% | $4,751-33.4% |
| Participant deferral / active EE | $7,723 | $5,454+41.6% | $4,878+58.3% | $6,710+15.1% |
| Admin fee / account holder | $6,578 | $7,877-16.5% | $6,730-2.3% | $11,403-42.3% |