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 | $23,715 | $69,207-65.7% | $64,056-63.0% | $139,434-83.0% |
| Participation rate | 81.3% | 75.6%+5.7pp | 72.3%+8.9pp | 80.3%+0.9pp |
| Annual return | 17.25% | 45.88%-28.6pp | 33.69%-16.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,195 | $3,182-62.4% | $2,747-56.5% | $4,751-74.8% |
| Participant deferral / active EE | $1,548 | $4,682-66.9% | $3,880-60.1% | $6,710-76.9% |
| Admin fee / account holder | $829 | $4,244-80.5% | $3,068-73.0% | $11,403-92.7% |