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 | $11,857 | $52,279-77.3% | $89,391-86.7% | $79,858-85.2% |
| Participation rate | 87.7% | 57.5%+30.2pp | 68.0%+19.7pp | 69.6%+18.1pp |
| Annual return | 26.19% | 22.16%+4.0pp | 245.62%-219.4pp | 31.71%-5.5pp |
| Employer contribution / active EE | $2,329 | $1,572+48.2% | $2,586-9.9% | $2,471-5.7% |
| Participant deferral / active EE | $3,161 | $2,740+15.4% | $3,890-18.7% | $3,740-15.5% |
| Admin fee / account holder | $1,030 | $3,356-69.3% | $4,881-78.9% | $5,306-80.6% |