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 | $17,322 | $106,515-83.7% | $96,683-82.1% | $139,434-87.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 19.78% | 38.43%-18.6pp | 35.69%-15.9pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,823 | $4,103-55.6% | $3,737-51.2% | $4,751-61.6% |
| Participant deferral / active EE | $3,252 | $5,454-40.4% | $4,878-33.3% | $6,710-51.5% |
| Admin fee / account holder | $551 | $7,877-93.0% | $6,730-91.8% | $11,403-95.2% |