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 | $21,533 | $102,616-79.0% | $81,983-73.7% | $158,922-86.5% |
| Participation rate | 91.3% | 75.5%+15.8pp | 69.2%+22.1pp | 82.0%+9.3pp |
| Annual return | 13.35% | 61.04%-47.7pp | 41.31%-28.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,907 | $3,240-41.2% | $2,498-23.7% | $4,761-60.0% |
| Participant deferral / active EE | $2,735 | $4,648-41.2% | $3,722-26.5% | $5,982-54.3% |
| Admin fee / account holder | $3,702 | $8,235-55.0% | $5,664-34.6% | $11,246-67.1% |