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 | $21,747 | $99,652-78.2% | $78,778-72.4% | $147,584-85.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 14.78% | 47.28%-32.5pp | 35.62%-20.8pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,603 | $2,796-42.6% | $1,986-19.2% | $4,876-67.1% |
| Participant deferral / active EE | $1,798 | $3,664-50.9% | $2,958-39.2% | $5,439-66.9% |
| Admin fee / account holder | $1,309 | $7,155-81.7% | $5,134-74.5% | $10,885-88.0% |