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 | $24,334 | $74,888-67.5% | $71,209-65.8% | $142,382-82.9% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 17.24% | 345.14%-327.9pp | 282.51%-265.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,664 | $2,854-41.7% | $2,721-38.9% | $4,299-61.3% |
| Participant deferral / active EE | $3,559 | $4,454-20.1% | $4,175-14.8% | $6,507-45.3% |
| Admin fee / account holder | $7,145 | $5,568+28.3% | $5,349+33.6% | $12,624-43.4% |