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 | $44,002 | $104,974-58.1% | $95,585-54.0% | $142,382-69.1% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.1%+12.5pp | 80.1%+4.5pp |
| Annual return | 16.98% | 210.33%-193.4pp | 38.56%-21.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,210 | $2,779-20.4% | $2,527-12.5% | $4,299-48.6% |
| Participant deferral / active EE | $4,036 | $4,352-7.3% | $4,023+0.3% | $6,507-38.0% |
| Admin fee / account holder | $4,196 | $6,386-34.3% | $6,127-31.5% | $12,624-66.8% |