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 | $21,208 | $76,552-72.3% | $123,892-82.9% | $62,891-66.3% |
| Participation rate | 73.9% | 73.0%+0.9pp | 81.4%-7.5pp | 69.3%+4.6pp |
| Annual return | 36.37% | 18.68%+17.7pp | 47.52%-11.1pp | 20.14%+16.2pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,482 | $4,840+75.2% | $5,984+41.7% | $3,203+164.8% |
| Admin fee / account holder | $2,866 | $4,826-40.6% | $8,357-65.7% | $4,296-33.3% |