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 | $23,301 | $118,680-80.4% | $98,907-76.4% | $158,922-85.3% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 14.13% | 372.35%-358.2pp | 196.43%-182.3pp | 302.83%-288.7pp |
| Employer contribution / active EE | $656 | $3,333-80.3% | $2,689-75.6% | $4,761-86.2% |
| Participant deferral / active EE | $1,771 | $5,088-65.2% | $4,244-58.3% | $5,982-70.4% |
| Admin fee / account holder | $2,727 | $10,131-73.1% | $6,642-58.9% | $11,246-75.8% |