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 | $17,644 | $74,888-76.4% | $71,209-75.2% | $142,382-87.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 13.92% | 345.14%-331.2pp | 282.51%-268.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,078 | $2,854-62.2% | $2,721-60.4% | $4,299-74.9% |
| Participant deferral / active EE | $1,076 | $4,454-75.9% | $4,175-74.2% | $6,507-83.5% |
| Admin fee / account holder | $2,600 | $5,568-53.3% | $5,349-51.4% | $12,624-79.4% |