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 | $15,270 | $106,515-85.7% | $96,683-84.2% | $139,434-89.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 15.41% | 38.43%-23.0pp | 35.69%-20.3pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,531 | $4,103-38.3% | $3,737-32.3% | $4,751-46.7% |
| Participant deferral / active EE | $2,531 | $5,454-53.6% | $4,878-48.1% | $6,710-62.3% |
| Admin fee / account holder | $5,130 | $7,877-34.9% | $6,730-23.8% | $11,403-55.0% |