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 | $25,163 | $112,881-77.7% | $90,951-72.3% | $158,922-84.2% |
| Participation rate | 81.8% | 74.7%+7.1pp | 69.0%+12.8pp | 82.0%-0.1pp |
| Annual return | 14.07% | 215.79%-201.7pp | 134.60%-120.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,822 | $2,893-37.0% | $2,122-14.2% | $4,761-61.7% |
| Participant deferral / active EE | $2,847 | $4,128-31.0% | $3,373-15.6% | $5,982-52.4% |
| Admin fee / account holder | $2,591 | $8,041-67.8% | $5,959-56.5% | $11,246-77.0% |