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 | $13,927 | $111,724-87.5% | $93,606-85.1% | $145,922-90.5% |
| Participation rate | 77.3% | 74.2%+3.1pp | 68.7%+8.6pp | 80.3%-3.0pp |
| Annual return | 10.06% | 202.98%-192.9pp | 133.20%-123.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,189 | $3,090-61.5% | $2,420-50.9% | $4,660-74.5% |
| Participant deferral / active EE | $2,492 | $4,912-49.3% | $4,411-43.5% | $6,688-62.7% |
| Admin fee / account holder | $2,906 | $10,250-71.6% | $8,285-64.9% | $13,397-78.3% |