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 3-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 | $25,911 | $104,974-75.3% | $95,585-72.9% | $142,382-81.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 20.30% | 210.33%-190.0pp | 38.56%-18.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,152 | $2,779+49.4% | $2,527+64.3% | $4,299-3.4% |
| Participant deferral / active EE | $6,108 | $4,352+40.3% | $4,023+51.8% | $6,507-6.1% |
| Admin fee / account holder | $10,051 | $6,386+57.4% | $6,127+64.0% | $12,624-20.4% |