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 | $26,333 | $115,770-77.3% | $101,248-74.0% | $158,922-83.4% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 12.89% | 56.14%-43.2pp | 46.47%-33.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,034 | $4,175-51.3% | $3,660-44.4% | $4,761-57.3% |
| Participant deferral / active EE | $3,276 | $4,957-33.9% | $4,370-25.0% | $5,982-45.2% |
| Admin fee / account holder | $2,099 | $7,245-71.0% | $5,945-64.7% | $11,246-81.3% |