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 | $22,485 | $90,503-75.2% | $78,689-71.4% | $273,961-91.8% |
| Participation rate | 73.7% | 76.5%-2.8pp | 73.6%+0.1pp | 83.0%-9.3pp |
| Annual return | 11.41% | 75.60%-64.2pp | 62.18%-50.8pp | 41.45%-30.0pp |
| Employer contribution / active EE | $1,672 | $3,176-47.4% | $2,851-41.4% | $4,869-65.7% |
| Participant deferral / active EE | $1,966 | $3,901-49.6% | $3,517-44.1% | $5,287-62.8% |
| Admin fee / account holder | $2,325 | $5,263-55.8% | $4,510-48.5% | $10,132-77.1% |