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 | $25,489 | $106,890-76.2% | $84,015-69.7% | $152,861-83.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 18.52% | 104.99%-86.5pp | 71.31%-52.8pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,521 | $2,734-44.4% | $1,983-23.3% | $4,762-68.1% |
| Participant deferral / active EE | $3,835 | $4,011-4.4% | $3,239+18.4% | $5,850-34.5% |
| Admin fee / account holder | $2,485 | $8,285-70.0% | $6,101-59.3% | $11,596-78.6% |