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 | $15,226 | $87,540-82.6% | $75,781-79.9% | $125,391-87.9% |
| Participation rate | 71.4% | 80.2%-8.7pp | 75.8%-4.4pp | 83.2%-11.8pp |
| Annual return | 24.04% | 13.48%+10.6pp | 9.68%+14.4pp | 282.22%-258.2pp |
| Employer contribution / active EE | $1,351 | $3,930-65.6% | $3,323-59.3% | $4,866-72.2% |
| Participant deferral / active EE | $2,692 | $4,229-36.3% | $3,651-26.3% | $5,352-49.7% |
| Admin fee / account holder | $1,042 | $6,502-84.0% | $5,299-80.3% | $9,540-89.1% |