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 | $21,812 | $74,888-70.9% | $71,209-69.4% | $142,382-84.7% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 17.09% | 345.14%-328.0pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $409 | $2,854-85.7% | $2,721-85.0% | $4,299-90.5% |
| Participant deferral / active EE | $1,603 | $4,454-64.0% | $4,175-61.6% | $6,507-75.4% |
| Admin fee / account holder | $394 | $5,568-92.9% | $5,349-92.6% | $12,624-96.9% |