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 | $21,451 | $107,334-80.0% | $92,893-76.9% | $152,861-86.0% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 31.35% | 145.58%-114.2pp | 109.41%-78.1pp | 345.32%-314.0pp |
| Employer contribution / active EE | $2,157 | $4,221-48.9% | $3,653-41.0% | $4,762-54.7% |
| Participant deferral / active EE | $3,836 | $4,845-20.8% | $4,236-9.5% | $5,850-34.4% |
| Admin fee / account holder | $520 | $7,079-92.7% | $5,794-91.0% | $11,596-95.5% |