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 | $20,876 | $176,056-88.1% | $159,436-86.9% | $167,490-87.5% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 20.80% | 331.75%-311.0pp | 263.57%-242.8pp | 478.56%-457.8pp |
| Employer contribution / active EE | $3,447 | $5,297-34.9% | $4,829-28.6% | $4,837-28.8% |
| Participant deferral / active EE | $3,620 | $7,750-53.3% | $7,352-50.8% | $6,341-42.9% |
| Admin fee / account holder | $2,670 | $12,554-78.7% | $10,799-75.3% | $12,309-78.3% |