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 | $20,426 | $77,419-73.6% | $69,455-70.6% | $152,861-86.6% |
| Participation rate | 92.9% | 78.1%+14.8pp | 74.6%+18.2pp | 82.4%+10.4pp |
| Annual return | 22.78% | 39.06%-16.3pp | 28.97%-6.2pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,094 | $3,315-67.0% | $2,779-60.6% | $4,762-77.0% |
| Participant deferral / active EE | $3,262 | $4,414-26.1% | $3,535-7.7% | $5,850-44.2% |
| Admin fee / account holder | $1,663 | $6,207-73.2% | $3,839-56.7% | $11,596-85.7% |