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 | $21,654 | $176,377-87.7% | $134,143-83.9% | $158,922-86.4% |
| Participation rate | 77.8% | 78.7%-0.9pp | 72.2%+5.6pp | 82.0%-4.2pp |
| Annual return | 15.25% | 63.63%-48.4pp | 36.33%-21.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $953 | $5,040-81.1% | $3,704-74.3% | $4,761-80.0% |
| Participant deferral / active EE | $1,468 | $4,091-64.1% | $3,499-58.0% | $5,982-75.5% |
| Admin fee / account holder | $533 | $8,718-93.9% | $6,684-92.0% | $11,246-95.3% |