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 8-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 | $26,391 | $78,694-66.5% | $67,652-61.0% | $125,391-79.0% |
| Participation rate | 71.4% | 78.8%-7.4pp | 75.7%-4.2pp | 83.2%-11.8pp |
| Annual return | 9.83% | 9.46%+0.4pp | 6625.04%-6615.2pp | 282.22%-272.4pp |
| Employer contribution / active EE | $636 | $3,044-79.1% | $2,266-71.9% | $4,866-86.9% |
| Participant deferral / active EE | $3,309 | $4,292-22.9% | $3,560-7.0% | $5,352-38.2% |
| Admin fee / account holder | $5,836 | $7,403-21.2% | $4,821+21.1% | $9,540-38.8% |