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 | $17,638 | $100,754-82.5% | $86,677-79.7% | $134,475-86.9% |
| Participation rate | 92.3% | 78.9%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | 23.03% | 29.04%-6.0pp | 35.91%-12.9pp | 417.96%-394.9pp |
| Employer contribution / active EE | $1,357 | $3,489-61.1% | $2,836-52.2% | $4,740-71.4% |
| Participant deferral / active EE | $2,700 | $5,338-49.4% | $4,656-42.0% | $6,400-57.8% |
| Admin fee / account holder | $2,321 | $10,926-78.8% | $7,493-69.0% | $11,426-79.7% |