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 | $23,481 | $112,096-79.1% | $95,952-75.5% | $158,922-85.2% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 15.78% | 171.09%-155.3pp | 91.61%-75.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,807 | $3,198-43.5% | $2,541-28.9% | $4,761-62.0% |
| Participant deferral / active EE | $4,193 | $4,784-12.4% | $4,167+0.6% | $5,982-29.9% |
| Admin fee / account holder | $5,059 | $10,130-50.1% | $6,795-25.6% | $11,246-55.0% |