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 | $27,983 | $99,652-71.9% | $78,778-64.5% | $147,584-81.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 17.10% | 47.28%-30.2pp | 35.62%-18.5pp | 578.55%-561.5pp |
| Employer contribution / active EE | $665 | $2,796-76.2% | $1,986-66.5% | $4,876-86.4% |
| Participant deferral / active EE | $1,740 | $3,664-52.5% | $2,958-41.2% | $5,439-68.0% |
| Admin fee / account holder | $4,606 | $7,155-35.6% | $5,134-10.3% | $10,885-57.7% |