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 | $20,746 | $165,912-87.5% | $122,332-83.0% | $147,584-85.9% |
| Participation rate | 76.5% | 79.6%-3.1pp | 71.6%+4.8pp | 82.8%-6.4pp |
| Annual return | 15.87% | 34.55%-18.7pp | 30.27%-14.4pp | 578.55%-562.7pp |
| Employer contribution / active EE | $197 | $5,754-96.6% | $4,050-95.1% | $4,876-96.0% |
| Participant deferral / active EE | $1,374 | $4,005-65.7% | $3,287-58.2% | $5,439-74.7% |
| Admin fee / account holder | $9,767 | $7,424+31.6% | $5,478+78.3% | $10,885-10.3% |