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 | $18,203 | $159,901-88.6% | $146,958-87.6% | $145,922-87.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.58% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,619 | $5,286-69.4% | $4,933-67.2% | $4,660-65.2% |
| Participant deferral / active EE | $2,936 | $8,428-65.2% | $8,070-63.6% | $6,688-56.1% |
| Admin fee / account holder | $7,305 | $15,044-51.4% | $12,998-43.8% | $13,397-45.5% |