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 | $37,268 | $115,770-67.8% | $101,248-63.2% | $158,922-76.5% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 18.17% | 56.14%-38.0pp | 46.47%-28.3pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,612 | $4,175-37.4% | $3,660-28.6% | $4,761-45.1% |
| Participant deferral / active EE | $4,372 | $4,957-11.8% | $4,3700% | $5,982-26.9% |
| Admin fee / account holder | $2,883 | $7,245-60.2% | $5,945-51.5% | $11,246-74.4% |