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 | $16,729 | $100,901-83.4% | $75,670-77.9% | $147,584-88.7% |
| Participation rate | 95.8% | 77.1%+18.7pp | 72.3%+23.5pp | 82.8%+13.0pp |
| Annual return | 15.87% | 35.78%-19.9pp | 27.34%-11.5pp | 578.55%-562.7pp |
| Employer contribution / active EE | $2,542 | $3,253-21.9% | $2,352+8.1% | $4,876-47.9% |
| Participant deferral / active EE | $3,058 | $4,027-24.1% | $3,142-2.7% | $5,439-43.8% |
| Admin fee / account holder | $5,807 | $11,285-48.5% | $5,800+0.1% | $10,885-46.7% |