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 | $14,204 | $99,918-85.8% | $81,382-82.5% | $145,922-90.3% |
| Participation rate | 71.4% | 74.2%-2.7pp | 69.5%+1.9pp | 80.3%-8.8pp |
| Annual return | 13.19% | 34.32%-21.1pp | 24.73%-11.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $824 | $2,978-72.3% | $2,463-66.5% | $4,660-82.3% |
| Participant deferral / active EE | $1,785 | $4,605-61.2% | $3,883-54.0% | $6,688-73.3% |
| Admin fee / account holder | $344 | $8,212-95.8% | $5,768-94.0% | $13,397-97.4% |