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 | $22,170 | $159,602-86.1% | $150,045-85.2% | $142,382-84.4% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 26.72% | 70.24%-43.5pp | 62.55%-35.8pp | 217.08%-190.4pp |
| Employer contribution / active EE | $3,978 | $4,961-19.8% | $4,693-15.2% | $4,299-7.5% |
| Participant deferral / active EE | $4,623 | $8,310-44.4% | $7,997-42.2% | $6,507-29.0% |
| Admin fee / account holder | $751 | $14,846-94.9% | $13,435-94.4% | $12,624-94.0% |