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 | $20,383 | $107,334-81.0% | $92,893-78.1% | $152,861-86.7% |
| Participation rate | 70.6% | 79.8%-9.2pp | 76.0%-5.4pp | 82.4%-11.9pp |
| Annual return | 21.10% | 145.58%-124.5pp | 109.41%-88.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,363 | $4,221-44.0% | $3,653-35.3% | $4,762-50.4% |
| Participant deferral / active EE | $4,145 | $4,845-14.4% | $4,236-2.1% | $5,850-29.1% |
| Admin fee / account holder | $466 | $7,079-93.4% | $5,794-92.0% | $11,596-96.0% |