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 | $39,428 | $197,591-80.0% | $177,821-77.8% | $158,922-75.2% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.7%-3.1pp | 82.0%+2.7pp |
| Annual return | 10.07% | 58.76%-48.7pp | 48.32%-38.3pp | 302.83%-292.8pp |
| Employer contribution / active EE | $2,350 | $6,697-64.9% | $5,918-60.3% | $4,761-50.6% |
| Participant deferral / active EE | $7,006 | $8,405-16.6% | $7,714-9.2% | $5,982+17.1% |
| Admin fee / account holder | $18,182 | $15,399+18.1% | $12,427+46.3% | $11,246+61.7% |