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 | $24,023 | $138,065-82.6% | $123,544-80.6% | $135,375-82.3% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | 10.17% | 153.68%-143.5pp | 119.20%-109.0pp | 519.73%-509.6pp |
| Employer contribution / active EE | $3,325 | $5,151-35.5% | $4,628-28.2% | $4,779-30.4% |
| Participant deferral / active EE | $5,386 | $6,799-20.8% | $6,426-16.2% | $5,609-4.0% |
| Admin fee / account holder | $4,193 | $10,916-61.6% | $9,284-54.8% | $10,827-61.3% |