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 | $20,645 | $127,065-83.8% | $113,168-81.8% | $142,382-85.5% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 20.52% | 24.03%-3.5pp | 24.27%-3.7pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,206 | $3,442-6.8% | $2,975+7.8% | $4,299-25.4% |
| Participant deferral / active EE | $5,676 | $5,716-0.7% | $5,107+11.1% | $6,507-12.8% |
| Admin fee / account holder | $9,615 | $15,736-38.9% | $12,068-20.3% | $12,624-23.8% |