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 | $21,983 | $183,519-88.0% | $155,509-85.9% | $145,922-84.9% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 11.63% | 61.17%-49.5pp | 64.67%-53.0pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,852 | $5,313-46.3% | $4,672-39.0% | $4,660-38.8% |
| Participant deferral / active EE | $4,403 | $6,462-31.9% | $5,626-21.7% | $6,688-34.2% |
| Admin fee / account holder | $8,888 | $19,313-54.0% | $15,912-44.1% | $13,397-33.7% |