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 | $20,371 | $100,852-79.8% | $90,404-77.5% | $158,922-87.2% |
| Participation rate | 76.2% | 75.0%+1.2pp | 72.7%+3.5pp | 82.0%-5.8pp |
| Annual return | 22.35% | 1724.20%-1701.9pp | 1293.02%-1270.7pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,311 | $3,689-64.5% | $3,262-59.8% | $4,761-72.5% |
| Participant deferral / active EE | $3,321 | $4,348-23.6% | $3,963-16.2% | $5,982-44.5% |
| Admin fee / account holder | $465 | $6,501-92.8% | $5,611-91.7% | $11,246-95.9% |