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 | $23,394 | $114,381-79.5% | $107,525-78.2% | $142,382-83.6% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 16.96% | 242.71%-225.7pp | 181.32%-164.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,325 | $4,015-42.1% | $3,754-38.1% | $4,299-45.9% |
| Participant deferral / active EE | $4,403 | $5,564-20.9% | $5,116-13.9% | $6,507-32.3% |
| Admin fee / account holder | $2,533 | $9,860-74.3% | $8,919-71.6% | $12,624-79.9% |