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 | $21,770 | $48,795-55.4% | $65,493-66.8% | $84,808-74.3% |
| Participation rate | 83.3% | 67.0%+16.4pp | 73.1%+10.2pp | 68.3%+15.0pp |
| Annual return | 24.07% | 20.20%+3.9pp | 982.45%-958.4pp | 40.90%-16.8pp |
| Employer contribution / active EE | $886 | $1,930-54.1% | $2,574-65.6% | $2,631-66.3% |
| Participant deferral / active EE | $2,572 | $2,928-12.2% | $3,961-35.1% | $4,212-38.9% |
| Admin fee / account holder | $1,577 | $3,877-59.3% | $5,028-68.6% | $7,344-78.5% |