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 | $21,428 | $104,907-79.6% | $84,611-74.7% | $152,861-86.0% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 19.78% | 373.79%-354.0pp | 258.74%-239.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,500 | $3,302-54.6% | $2,652-43.4% | $4,762-68.5% |
| Participant deferral / active EE | $1,703 | $4,688-63.7% | $3,899-56.3% | $5,850-70.9% |
| Admin fee / account holder | $4,166 | $6,241-33.2% | $4,912-15.2% | $11,596-64.1% |