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 | $25,158 | $73,933-66.0% | $96,683-74.0% | $75,163-66.5% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | 21.09% | 26.70%-5.6pp | 35.69%-14.6pp | 160.62%-139.5pp |
| Employer contribution / active EE | $4,765 | $2,928+62.8% | $3,737+27.5% | $2,670+78.5% |
| Participant deferral / active EE | $1,789 | $3,659-51.1% | $4,878-63.3% | $4,125-56.6% |
| Admin fee / account holder | $1,292 | $5,216-75.2% | $6,730-80.8% | $5,651-77.1% |