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 | $28,735 | $118,450-75.7% | $98,439-70.8% | $139,434-79.4% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 14.10% | 18.94%-4.8pp | 21.16%-7.1pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,401 | $3,609-61.2% | $3,048-54.0% | $4,751-70.5% |
| Participant deferral / active EE | $3,307 | $5,392-38.7% | $4,738-30.2% | $6,710-50.7% |
| Admin fee / account holder | $427 | $14,026-97.0% | $8,948-95.2% | $11,403-96.3% |