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 | $32,321 | $104,974-69.2% | $95,585-66.2% | $142,382-77.3% |
| Participation rate | 93.8% | 75.0%+18.8pp | 72.1%+21.7pp | 80.1%+13.6pp |
| Annual return | 17.62% | 210.33%-192.7pp | 38.56%-20.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,411 | $2,779-13.2% | $2,527-4.6% | $4,299-43.9% |
| Participant deferral / active EE | $4,187 | $4,352-3.8% | $4,023+4.1% | $6,507-35.7% |
| Admin fee / account holder | $13,855 | $6,386+117.0% | $6,127+126.1% | $12,624+9.8% |