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 | $30,932 | $112,096-72.4% | $95,952-67.8% | $158,922-80.5% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 10.69% | 171.09%-160.4pp | 91.61%-80.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,122 | $3,198-64.9% | $2,541-55.8% | $4,761-76.4% |
| Participant deferral / active EE | $3,307 | $4,784-30.9% | $4,167-20.6% | $5,982-44.7% |
| Admin fee / account holder | $4,368 | $10,130-56.9% | $6,795-35.7% | $11,246-61.2% |