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 | $42,223 | $114,381-63.1% | $107,525-60.7% | $142,382-70.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 16.68% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,835 | $4,015-29.4% | $3,754-24.5% | $4,299-34.1% |
| Participant deferral / active EE | $7,332 | $5,564+31.8% | $5,116+43.3% | $6,507+12.7% |
| Admin fee / account holder | $6,782 | $9,860-31.2% | $8,919-24.0% | $12,624-46.3% |