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 | $19,483 | $126,574-84.6% | $106,213-81.7% | $145,922-86.6% |
| Participation rate | 70.0% | 77.6%-7.6pp | 75.3%-5.3pp | 80.3%-10.3pp |
| Annual return | 12.85% | 224.79%-211.9pp | 116.14%-103.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,526 | $3,730-59.1% | $3,171-51.9% | $4,660-67.2% |
| Participant deferral / active EE | $3,088 | $5,724-46.1% | $5,016-38.4% | $6,688-53.8% |
| Admin fee / account holder | $502 | $17,304-97.1% | $11,033-95.4% | $13,397-96.3% |