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 | $20,441 | $107,334-81.0% | $92,893-78.0% | $152,861-86.6% |
| Participation rate | 72.2% | 79.8%-7.6pp | 76.0%-3.8pp | 82.4%-10.2pp |
| Annual return | 18.90% | 145.58%-126.7pp | 109.41%-90.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,046 | $4,221-75.2% | $3,653-71.4% | $4,762-78.0% |
| Participant deferral / active EE | $2,222 | $4,845-54.1% | $4,236-47.5% | $5,850-62.0% |
| Admin fee / account holder | $1,768 | $7,079-75.0% | $5,794-69.5% | $11,596-84.8% |