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 | $22,057 | $177,572-87.6% | $154,803-85.8% | $142,382-84.5% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 16.31% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,905 | $4,810-60.4% | $4,305-55.8% | $4,299-55.7% |
| Participant deferral / active EE | $4,403 | $6,272-29.8% | $5,540-20.5% | $6,507-32.3% |
| Admin fee / account holder | $19,420 | $16,786+15.7% | $14,329+35.5% | $12,624+53.8% |