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 | $29,794 | $72,400-58.8% | $67,502-55.9% | $145,922-79.6% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 12.21% | 7182.46%-7170.2pp | 3512.12%-3499.9pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,138 | $3,069-62.9% | $2,731-58.3% | $4,660-75.6% |
| Participant deferral / active EE | $1,457 | $4,783-69.5% | $4,000-63.6% | $6,688-78.2% |
| Admin fee / account holder | $673 | $5,539-87.9% | $3,998-83.2% | $13,397-95.0% |