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 | $23,615 | $157,256-85.0% | $141,162-83.3% | $152,861-84.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 18.38% | 64.32%-45.9pp | 71.39%-53.0pp | 345.32%-326.9pp |
| Employer contribution / active EE | $1,660 | $5,261-68.5% | $4,735-65.0% | $4,762-65.2% |
| Participant deferral / active EE | $5,674 | $7,109-20.2% | $6,709-15.4% | $5,850-3.0% |
| Admin fee / account holder | $23,170 | $12,120+91.2% | $10,261+125.8% | $11,596+99.8% |