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 | $16,429 | $77,419-78.8% | $69,455-76.3% | $152,861-89.3% |
| Participation rate | 82.6% | 78.1%+4.5pp | 74.6%+8.0pp | 82.4%+0.2pp |
| Annual return | 20.89% | 39.06%-18.2pp | 28.97%-8.1pp | 345.32%-324.4pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,219 | $4,414+18.2% | $3,535+47.6% | $5,850-10.8% |
| Admin fee / account holder | $3,274 | $6,207-47.3% | $3,839-14.7% | $11,596-71.8% |