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 | $28,010 | $106,515-73.7% | $96,683-71.0% | $139,434-79.9% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 19.08% | 38.43%-19.3pp | 35.69%-16.6pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,004 | $4,103-51.2% | $3,737-46.4% | $4,751-57.8% |
| Participant deferral / active EE | $3,371 | $5,454-38.2% | $4,878-30.9% | $6,710-49.8% |
| Admin fee / account holder | $1,952 | $7,877-75.2% | $6,730-71.0% | $11,403-82.9% |