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 6-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 | $21,049 | $74,888-71.9% | $71,209-70.4% | $142,382-85.2% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 15.35% | 345.14%-329.8pp | 282.51%-267.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,792 | $2,854-37.2% | $2,721-34.1% | $4,299-58.3% |
| Participant deferral / active EE | $2,479 | $4,454-44.4% | $4,175-40.6% | $6,507-61.9% |
| Admin fee / account holder | $1,242 | $5,568-77.7% | $5,349-76.8% | $12,624-90.2% |