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 | $32,893 | $74,888-56.1% | $71,209-53.8% | $142,382-76.9% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.1%+15.1pp |
| Annual return | 15.67% | 345.14%-329.5pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,716 | $2,854-4.9% | $2,721-0.2% | $4,299-36.8% |
| Participant deferral / active EE | $2,440 | $4,454-45.2% | $4,175-41.6% | $6,507-62.5% |
| Admin fee / account holder | $2,332 | $5,568-58.1% | $5,349-56.4% | $12,624-81.5% |