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 | $17,341 | $109,327-84.1% | $89,391-80.6% | $158,922-89.1% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 11.05% | 345.68%-334.6pp | 245.62%-234.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,061 | $3,170-66.5% | $2,586-59.0% | $4,761-77.7% |
| Participant deferral / active EE | $1,457 | $4,598-68.3% | $3,890-62.5% | $5,982-75.6% |
| Admin fee / account holder | $3,806 | $6,153-38.1% | $4,881-22.0% | $11,246-66.2% |