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 | $23,853 | $111,814-78.7% | $103,374-76.9% | $145,959-83.7% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+1.0pp |
| Annual return | 16.62% | 24.77%-8.1pp | 24.89%-8.3pp | 561.95%-545.3pp |
| Employer contribution / active EE | $1,194 | $4,214-71.7% | $3,869-69.2% | $4,661-74.4% |
| Participant deferral / active EE | $2,018 | $5,618-64.1% | $5,058-60.1% | $6,689-69.8% |
| Admin fee / account holder | $416 | $9,754-95.7% | $8,394-95.0% | $13,398-96.9% |