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 | $23,703 | $183,519-87.1% | $155,509-84.8% | $145,922-83.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 17.95% | 61.17%-43.2pp | 64.67%-46.7pp | 561.29%-543.3pp |
| Employer contribution / active EE | $2,711 | $5,313-49.0% | $4,672-42.0% | $4,660-41.8% |
| Participant deferral / active EE | $5,014 | $6,462-22.4% | $5,626-10.9% | $6,688-25.0% |
| Admin fee / account holder | $4,084 | $19,313-78.9% | $15,912-74.3% | $13,397-69.5% |