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 | $23,690 | $176,377-86.6% | $134,143-82.3% | $158,922-85.1% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 17.15% | 63.63%-46.5pp | 36.33%-19.2pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,509 | $5,040-70.1% | $3,704-59.3% | $4,761-68.3% |
| Participant deferral / active EE | $3,400 | $4,091-16.9% | $3,499-2.8% | $5,982-43.2% |
| Admin fee / account holder | $493 | $8,718-94.3% | $6,684-92.6% | $11,246-95.6% |