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 | $31,843 | $106,890-70.2% | $84,015-62.1% | $152,861-79.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 22.88% | 104.99%-82.1pp | 71.31%-48.4pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,409 | $2,734-48.5% | $1,983-29.0% | $4,762-70.4% |
| Participant deferral / active EE | $2,144 | $4,011-46.6% | $3,239-33.8% | $5,850-63.4% |
| Admin fee / account holder | $1,415 | $8,285-82.9% | $6,101-76.8% | $11,596-87.8% |