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 | $101,618-68.2% | $93,063-65.3% | $137,256-76.5% |
| Participation rate | 93.8% | 74.9%+18.8pp | 72.1%+21.6pp | 80.0%+13.8pp |
| Annual return | 17.62% | 223.95%-206.3pp | 34.15%-16.5pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,411 | $2,707-10.9% | $2,476-2.6% | $4,156-42.0% |
| Participant deferral / active EE | $4,187 | $4,279-2.2% | $3,958+5.8% | $6,407-34.6% |
| Admin fee / account holder | $13,855 | $6,198+123.5% | $6,033+129.7% | $12,270+12.9% |