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 | $21,289 | $115,770-81.6% | $101,248-79.0% | $158,922-86.6% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 12.81% | 56.14%-43.3pp | 46.47%-33.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,802 | $4,175-56.8% | $3,660-50.8% | $4,761-62.2% |
| Participant deferral / active EE | $2,504 | $4,957-49.5% | $4,370-42.7% | $5,982-58.1% |
| Admin fee / account holder | $8,311 | $7,245+14.7% | $5,945+39.8% | $11,246-26.1% |