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 | $27,077 | $201,272-86.5% | $184,203-85.3% | $145,922-81.4% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 18.19% | 29.00%-10.8pp | 28.81%-10.6pp | 561.29%-543.1pp |
| Employer contribution / active EE | $3,092 | $7,022-56.0% | $6,427-51.9% | $4,660-33.6% |
| Participant deferral / active EE | $5,560 | $9,806-43.3% | $9,131-39.1% | $6,688-16.9% |
| Admin fee / account holder | $3,103 | $16,364-81.0% | $13,901-77.7% | $13,397-76.8% |