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 | $26,661 | $99,877-73.3% | $84,966-68.6% | $145,922-81.7% |
| Participation rate | 70.6% | 74.1%-3.5pp | 67.5%+3.1pp | 80.3%-9.7pp |
| Annual return | 12.43% | 83.76%-71.3pp | 66.38%-54.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,696 | $3,231-47.5% | $2,727-37.8% | $4,660-63.6% |
| Participant deferral / active EE | $2,508 | $5,291-52.6% | $4,519-44.5% | $6,688-62.5% |
| Admin fee / account holder | $482 | $7,248-93.4% | $6,149-92.2% | $13,397-96.4% |