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 | $33,127 | $90,348-63.3% | $75,972-56.4% | $145,922-77.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 16.51% | 620.88%-604.4pp | 359.55%-343.0pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,398 | $3,311-57.8% | $2,685-47.9% | $4,660-70.0% |
| Participant deferral / active EE | $1,700 | $5,162-67.1% | $4,255-60.1% | $6,688-74.6% |
| Admin fee / account holder | $1,044 | $8,467-87.7% | $6,467-83.9% | $13,397-92.2% |