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 | $27,295 | $159,602-82.9% | $150,045-81.8% | $142,382-80.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 14.16% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,978 | $4,961-19.8% | $4,693-15.2% | $4,299-7.5% |
| Participant deferral / active EE | $14,250 | $8,310+71.5% | $7,997+78.2% | $6,507+119.0% |
| Admin fee / account holder | $11,796 | $14,846-20.5% | $13,435-12.2% | $12,624-6.6% |