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 | $41,098 | $232,540-82.3% | $185,117-77.8% | $147,584-72.2% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 20.56% | 43.03%-22.5pp | 40.50%-19.9pp | 578.55%-558.0pp |
| Employer contribution / active EE | $2,673 | $5,195-48.5% | $4,182-36.1% | $4,876-45.2% |
| Participant deferral / active EE | $4,311 | $5,834-26.1% | $5,045-14.6% | $5,439-20.7% |
| Admin fee / account holder | $10,569 | $10,275+2.9% | $8,159+29.5% | $10,885-2.9% |