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 | $17,470 | $104,907-83.3% | $84,611-79.4% | $152,861-88.6% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.4%-11.0pp |
| Annual return | 20.58% | 373.79%-353.2pp | 258.74%-238.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,967 | $3,302-40.4% | $2,652-25.8% | $4,762-58.7% |
| Participant deferral / active EE | $2,980 | $4,688-36.4% | $3,899-23.6% | $5,850-49.1% |
| Admin fee / account holder | $9,571 | $6,241+53.4% | $4,912+94.8% | $11,596-17.5% |