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 | $21,034 | $72,071-70.8% | $68,368-69.2% | $137,256-84.7% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.0%-7.2pp |
| Annual return | 14.04% | 353.14%-339.1pp | 292.57%-278.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,190 | $2,788-21.5% | $2,649-17.3% | $4,156-47.3% |
| Participant deferral / active EE | $3,280 | $4,410-25.6% | $4,123-20.5% | $6,407-48.8% |
| Admin fee / account holder | $20,104 | $5,336+276.8% | $5,150+290.4% | $12,270+63.8% |