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 | $14,556 | $95,416-84.7% | $185,823-92.2% | $85,850-83.0% |
| Participation rate | 77.4% | 68.8%+8.6pp | 81.7%-4.3pp | 69.3%+8.1pp |
| Annual return | 20.54% | 23.59%-3.0pp | 122.05%-101.5pp | 318.53%-298.0pp |
| Employer contribution / active EE | $1,446 | $3,314-56.4% | $5,167-72.0% | $2,565-43.6% |
| Participant deferral / active EE | $3,192 | $3,423-6.8% | $5,568-42.7% | $3,952-19.2% |
| Admin fee / account holder | $359 | $7,213-95.0% | $16,237-97.8% | $6,260-94.3% |