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 | $16,188 | $74,888-78.4% | $71,209-77.3% | $142,382-88.6% |
| Participation rate | 86.4% | 76.2%+10.1pp | 73.8%+12.6pp | 80.1%+6.2pp |
| Annual return | 16.72% | 345.14%-328.4pp | 282.51%-265.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,415 | $2,854-15.4% | $2,721-11.3% | $4,299-43.8% |
| Participant deferral / active EE | $2,613 | $4,454-41.3% | $4,175-37.4% | $6,507-59.8% |
| Admin fee / account holder | $1,355 | $5,568-75.7% | $5,349-74.7% | $12,624-89.3% |