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 | $16,528 | $96,635-82.9% | $86,612-80.9% | $139,434-88.1% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 19.66% | 106.41%-86.8pp | 591.07%-571.4pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,950 | $3,263-40.2% | $3,022-35.5% | $4,751-59.0% |
| Participant deferral / active EE | $2,190 | $4,836-54.7% | $4,438-50.7% | $6,710-67.4% |
| Admin fee / account holder | $3,585 | $6,408-44.0% | $5,614-36.1% | $11,403-68.6% |