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 | $32,932 | $117,381-71.9% | $99,443-66.9% | $152,861-78.5% |
| Participation rate | 95.8% | 77.5%+18.3pp | 73.8%+22.0pp | 82.4%+13.4pp |
| Annual return | 18.47% | 31.87%-13.4pp | 30.72%-12.3pp | 345.32%-326.9pp |
| Employer contribution / active EE | $1,943 | $3,013-35.5% | $2,540-23.5% | $4,762-59.2% |
| Participant deferral / active EE | $4,294 | $4,086+5.1% | $3,619+18.6% | $5,850-26.6% |
| Admin fee / account holder | $625 | $7,631-91.8% | $6,250-90.0% | $11,596-94.6% |