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 | $24,921 | $98,240-74.6% | $82,313-69.7% | $147,584-83.1% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 16.03% | 30.85%-14.8pp | 25.88%-9.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $816 | $3,192-74.4% | $2,428-66.4% | $4,876-83.3% |
| Participant deferral / active EE | $4,755 | $4,383+8.5% | $3,706+28.3% | $5,439-12.6% |
| Admin fee / account holder | $5,455 | $8,563-36.3% | $5,608-2.7% | $10,885-49.9% |