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 | $21,427 | $102,966-79.2% | $90,281-76.3% | $152,861-86.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 19.98% | 95.16%-75.2pp | 78.10%-58.1pp | 345.32%-325.3pp |
| Employer contribution / active EE | $841 | $3,139-73.2% | $2,854-70.6% | $4,762-82.4% |
| Participant deferral / active EE | $1,576 | $4,281-63.2% | $3,885-59.4% | $5,850-73.1% |
| Admin fee / account holder | $4,477 | $6,171-27.5% | $5,351-16.3% | $11,596-61.4% |