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 | $17,112 | $81,632-79.0% | $70,449-75.7% | $158,922-89.2% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 15.74% | 208.40%-192.7pp | 109.03%-93.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,069 | $3,217-66.8% | $2,737-60.9% | $4,761-77.5% |
| Participant deferral / active EE | $3,012 | $4,554-33.9% | $3,709-18.8% | $5,982-49.6% |
| Admin fee / account holder | $544 | $6,193-91.2% | $3,845-85.9% | $11,246-95.2% |