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 | $25,103 | $105,859-76.3% | $90,160-72.2% | $147,584-83.0% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 15.50% | 37.63%-22.1pp | 34.88%-19.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,819 | $4,126-31.7% | $3,318-15.1% | $4,876-42.2% |
| Participant deferral / active EE | $7,182 | $5,733+25.3% | $5,288+35.8% | $5,439+32.0% |
| Admin fee / account holder | $5,580 | $8,046-30.7% | $5,943-6.1% | $10,885-48.7% |