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 | $19,976 | $84,696-76.4% | $75,696-73.6% | $167,490-88.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 23.33% | 199.36%-176.0pp | 104.53%-81.2pp | 478.56%-455.2pp |
| Employer contribution / active EE | $1,108 | $3,230-65.7% | $2,743-59.6% | $4,837-77.1% |
| Participant deferral / active EE | $1,365 | $4,580-70.2% | $3,821-64.3% | $6,341-78.5% |
| Admin fee / account holder | $3,285 | $5,355-38.7% | $3,619-9.2% | $12,309-73.3% |