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 | $15,394 | $107,934-85.7% | $91,989-83.3% | $152,861-89.9% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.4%+3.3pp |
| Annual return | 18.04% | 89.24%-71.2pp | 69.02%-51.0pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,233 | $4,210-46.9% | $3,452-35.3% | $4,762-53.1% |
| Participant deferral / active EE | $3,244 | $6,364-49.0% | $5,923-45.2% | $5,850-44.5% |
| Admin fee / account holder | $3,903 | $10,520-62.9% | $7,743-49.6% | $11,596-66.3% |