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 | $12,475 | $74,888-83.3% | $71,209-82.5% | $142,382-91.2% |
| Participation rate | 73.9% | 76.2%-2.3pp | 73.8%+0.2pp | 80.1%-6.2pp |
| Annual return | 22.55% | 345.14%-322.6pp | 282.51%-260.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $823 | $2,854-71.2% | $2,721-69.8% | $4,299-80.9% |
| Participant deferral / active EE | $1,000 | $4,454-77.5% | $4,175-76.0% | $6,507-84.6% |
| Admin fee / account holder | $2,247 | $5,568-59.6% | $5,349-58.0% | $12,624-82.2% |