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 | $21,503 | $106,515-79.8% | $96,683-77.8% | $139,434-84.6% |
| Participation rate | 91.3% | 77.8%+13.5pp | 74.3%+17.0pp | 80.3%+11.0pp |
| Annual return | 11.79% | 38.43%-26.6pp | 35.69%-23.9pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,224 | $4,103-70.2% | $3,737-67.2% | $4,751-74.2% |
| Participant deferral / active EE | $3,171 | $5,454-41.9% | $4,878-35.0% | $6,710-52.7% |
| Admin fee / account holder | $351 | $7,877-95.5% | $6,730-94.8% | $11,403-96.9% |