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 | $38,890 | $73,933-47.4% | $96,683-59.8% | $75,163-48.3% |
| Participation rate | 97.1% | 66.4%+30.7pp | 74.3%+22.8pp | 67.2%+30.0pp |
| Annual return | 19.58% | 26.70%-7.1pp | 35.69%-16.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $4,543 | $2,928+55.2% | $3,737+21.6% | $2,670+70.2% |
| Participant deferral / active EE | $1,599 | $3,659-56.3% | $4,878-67.2% | $4,125-61.2% |
| Admin fee / account holder | $828 | $5,216-84.1% | $6,730-87.7% | $5,651-85.3% |