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 | $18,986 | $183,519-89.7% | $155,509-87.8% | $145,922-87.0% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 11.39% | 61.17%-49.8pp | 64.67%-53.3pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,623 | $5,313-50.6% | $4,672-43.9% | $4,660-43.7% |
| Participant deferral / active EE | $4,726 | $6,462-26.9% | $5,626-16.0% | $6,688-29.3% |
| Admin fee / account holder | $8,147 | $19,313-57.8% | $15,912-48.8% | $13,397-39.2% |