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 | $20,958 | $177,572-88.2% | $154,803-86.5% | $142,382-85.3% |
| Participation rate | 73.7% | 82.1%-8.4pp | 78.1%-4.4pp | 80.1%-6.4pp |
| Annual return | 12.96% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,142 | $4,810-76.3% | $4,305-73.5% | $4,299-73.4% |
| Participant deferral / active EE | $2,329 | $6,272-62.9% | $5,540-58.0% | $6,507-64.2% |
| Admin fee / account holder | $12,100 | $16,786-27.9% | $14,329-15.6% | $12,624-4.1% |