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 4-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 | $21,209 | $127,065-83.3% | $113,168-81.3% | $142,382-85.1% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 21.39% | 24.03%-2.6pp | 24.27%-2.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,018 | $3,442-41.4% | $2,975-32.2% | $4,299-53.1% |
| Participant deferral / active EE | $2,797 | $5,716-51.1% | $5,107-45.2% | $6,507-57.0% |
| Admin fee / account holder | $4,622 | $15,736-70.6% | $12,068-61.7% | $12,624-63.4% |