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 | $24,718 | $84,233-70.7% | $170,442-85.5% | $70,131-64.8% |
| Participation rate | 82.2% | 70.8%+11.4pp | 83.6%-1.4pp | 69.5%+12.7pp |
| Annual return | 32.34% | 23.06%+9.3pp | 205.93%-173.6pp | 73.14%-40.8pp |
| Employer contribution / active EE | $1,491 | $3,387-56.0% | $5,433-72.6% | $2,342-36.4% |
| Participant deferral / active EE | $3,430 | $3,086+11.1% | $4,939-30.6% | $3,332+2.9% |
| Admin fee / account holder | $1,062 | $5,698-81.4% | $13,880-92.3% | $4,645-77.1% |