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 | $32,231 | $118,450-72.8% | $98,439-67.3% | $139,434-76.9% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 15.99% | 18.94%-3.0pp | 21.16%-5.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,187 | $3,609-67.1% | $3,048-61.1% | $4,751-75.0% |
| Participant deferral / active EE | $1,511 | $5,392-72.0% | $4,738-68.1% | $6,710-77.5% |
| Admin fee / account holder | $1,211 | $14,026-91.4% | $8,948-86.5% | $11,403-89.4% |