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 | $25,108 | $106,890-76.5% | $84,015-70.1% | $152,861-83.6% |
| Participation rate | 76.9% | 75.2%+1.7pp | 69.0%+7.9pp | 82.4%-5.5pp |
| Annual return | 23.44% | 104.99%-81.5pp | 71.31%-47.9pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,937 | $2,734-29.2% | $1,983-2.3% | $4,762-59.3% |
| Participant deferral / active EE | $2,896 | $4,011-27.8% | $3,239-10.6% | $5,850-50.5% |
| Admin fee / account holder | $530 | $8,285-93.6% | $6,101-91.3% | $11,596-95.4% |