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 | $20,472 | $99,921-79.5% | $85,009-75.9% | $145,959-86.0% |
| Participation rate | 88.2% | 74.1%+14.1pp | 67.5%+20.7pp | 80.3%+8.0pp |
| Annual return | 13.58% | 83.89%-70.3pp | 66.47%-52.9pp | 561.95%-548.4pp |
| Employer contribution / active EE | $700 | $3,233-78.4% | $2,728-74.4% | $4,661-85.0% |
| Participant deferral / active EE | $4,006 | $5,293-24.3% | $4,522-11.4% | $6,689-40.1% |
| Admin fee / account holder | $3,314 | $7,252-54.3% | $6,153-46.1% | $13,398-75.3% |