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 | $24,999 | $177,572-85.9% | $154,803-83.9% | $142,382-82.4% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 20.17% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,515 | $4,810-47.7% | $4,305-41.6% | $4,299-41.5% |
| Participant deferral / active EE | $3,551 | $6,272-43.4% | $5,540-35.9% | $6,507-45.4% |
| Admin fee / account holder | $6,865 | $16,786-59.1% | $14,329-52.1% | $12,624-45.6% |