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 | $18,390 | $102,966-82.1% | $90,281-79.6% | $152,861-88.0% |
| Participation rate | 76.9% | 75.9%+1.1pp | 73.3%+3.7pp | 82.4%-5.5pp |
| Annual return | 24.92% | 95.16%-70.2pp | 78.10%-53.2pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,192 | $3,139-62.0% | $2,854-58.2% | $4,762-75.0% |
| Participant deferral / active EE | $1,063 | $4,281-75.2% | $3,885-72.6% | $5,850-81.8% |
| Admin fee / account holder | $455 | $6,171-92.6% | $5,351-91.5% | $11,596-96.1% |