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 | $17,541 | $95,416-81.6% | $185,823-90.6% | $85,850-79.6% |
| Participation rate | 80.6% | 68.8%+11.9pp | 81.7%-1.1pp | 69.3%+11.3pp |
| Annual return | 27.21% | 23.59%+3.6pp | 122.05%-94.8pp | 318.53%-291.3pp |
| Employer contribution / active EE | $2,506 | $3,314-24.4% | $5,167-51.5% | $2,565-2.3% |
| Participant deferral / active EE | $2,207 | $3,423-35.5% | $5,568-60.4% | $3,952-44.1% |
| Admin fee / account holder | $2,067 | $7,213-71.3% | $16,237-87.3% | $6,260-67.0% |