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 | $43,515 | $102,317-57.5% | $146,958-70.4% | $80,856-46.2% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.2%-5.4pp | 67.6%+9.1pp |
| Annual return | 15.79% | 134.76%-119.0pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $3,016 | $3,713-18.8% | $4,933-38.9% | $2,755+9.5% |
| Participant deferral / active EE | $6,564 | $6,644-1.2% | $8,070-18.7% | $4,296+52.8% |
| Admin fee / account holder | $3,674 | $7,941-53.7% | $12,998-71.7% | $6,918-46.9% |