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 | $19,240 | $133,922-85.6% | $116,228-83.4% | $142,382-86.5% |
| Participation rate | 81.3% | 77.9%+3.4pp | 74.6%+6.7pp | 80.1%+1.1pp |
| Annual return | 15.41% | 147.76%-132.4pp | 90.06%-74.7pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,419 | $3,446-58.8% | $2,994-52.6% | $4,299-67.0% |
| Participant deferral / active EE | $2,993 | $5,672-47.2% | $4,953-39.6% | $6,507-54.0% |
| Admin fee / account holder | $10,203 | $14,945-31.7% | $11,989-14.9% | $12,624-19.2% |