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 | $17,350 | $106,515-83.7% | $96,683-82.1% | $139,434-87.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 13.56% | 38.43%-24.9pp | 35.69%-22.1pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,179 | $4,103-46.9% | $3,737-41.7% | $4,751-54.1% |
| Participant deferral / active EE | $3,928 | $5,454-28.0% | $4,878-19.5% | $6,710-41.5% |
| Admin fee / account holder | $5,243 | $7,877-33.4% | $6,730-22.1% | $11,403-54.0% |