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 | $17,560 | $99,341-82.3% | $84,750-79.3% | $273,961-93.6% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 12.21% | 22.93%-10.7pp | 22.78%-10.6pp | 41.45%-29.2pp |
| Employer contribution / active EE | $726 | $4,214-82.8% | $3,574-79.7% | $4,869-85.1% |
| Participant deferral / active EE | $3,495 | $4,269-18.1% | $3,712-5.8% | $5,287-33.9% |
| Admin fee / account holder | $392 | $6,644-94.1% | $5,332-92.7% | $10,132-96.1% |