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 6-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 | $23,152 | $159,602-85.5% | $150,045-84.6% | $142,382-83.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 16.99% | 70.24%-53.2pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,944 | $4,961-0.3% | $4,693+5.3% | $4,299+15.0% |
| Participant deferral / active EE | $7,253 | $8,310-12.7% | $7,997-9.3% | $6,507+11.5% |
| Admin fee / account holder | $8,649 | $14,846-41.7% | $13,435-35.6% | $12,624-31.5% |