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 | $23,332 | $74,888-68.8% | $71,209-67.2% | $142,382-83.6% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 14.97% | 345.14%-330.2pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,131 | $2,854-60.4% | $2,721-58.4% | $4,299-73.7% |
| Participant deferral / active EE | $1,895 | $4,454-57.5% | $4,175-54.6% | $6,507-70.9% |
| Admin fee / account holder | $3,293 | $5,568-40.9% | $5,349-38.4% | $12,624-73.9% |