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 | $26,763 | $110,809-75.8% | $86,874-69.2% | $167,490-84.0% |
| Participation rate | 92.3% | 75.8%+16.5pp | 71.6%+20.7pp | 82.1%+10.2pp |
| Annual return | 12.75% | 116.98%-104.2pp | 63.52%-50.8pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,596 | $3,244-50.8% | $2,495-36.0% | $4,837-67.0% |
| Participant deferral / active EE | $2,114 | $4,546-53.5% | $3,699-42.9% | $6,341-66.7% |
| Admin fee / account holder | $2,186 | $8,415-74.0% | $5,828-62.5% | $12,309-82.2% |