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 | $25,860 | $105,859-75.6% | $90,160-71.3% | $147,584-82.5% |
| Participation rate | 78.6% | 79.7%-1.2pp | 76.9%+1.7pp | 82.8%-4.3pp |
| Annual return | 17.34% | 37.63%-20.3pp | 34.88%-17.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $4,010 | $4,126-2.8% | $3,318+20.8% | $4,876-17.8% |
| Participant deferral / active EE | $9,837 | $5,733+71.6% | $5,288+86.0% | $5,439+80.9% |
| Admin fee / account holder | $11,526 | $8,046+43.3% | $5,943+93.9% | $10,885+5.9% |