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 | $17,044 | $121,625-86.0% | $104,607-83.7% | $158,922-89.3% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 11.86% | 465.26%-453.4pp | 340.46%-328.6pp | 302.83%-291.0pp |
| Employer contribution / active EE | $657 | $3,163-79.2% | $2,681-75.5% | $4,761-86.2% |
| Participant deferral / active EE | $2,350 | $4,177-43.8% | $3,740-37.2% | $5,982-60.7% |
| Admin fee / account holder | $3,947 | $7,787-49.3% | $6,473-39.0% | $11,246-64.9% |