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 | $56,003 | $72,071-22.3% | $68,368-18.1% | $137,256-59.2% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 13.56% | 353.14%-339.6pp | 292.57%-279.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $886 | $2,788-68.2% | $2,649-66.5% | $4,156-78.7% |
| Participant deferral / active EE | $3,816 | $4,410-13.5% | $4,123-7.5% | $6,407-40.4% |
| Admin fee / account holder | $363 | $5,336-93.2% | $5,150-92.9% | $12,270-97.0% |