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 | $21,077 | $105,859-80.1% | $90,160-76.6% | $147,584-85.7% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 22.58% | 37.63%-15.0pp | 34.88%-12.3pp | 578.55%-556.0pp |
| Employer contribution / active EE | $2,168 | $4,126-47.5% | $3,318-34.7% | $4,876-55.5% |
| Participant deferral / active EE | $9,725 | $5,733+69.6% | $5,288+83.9% | $5,439+78.8% |
| Admin fee / account holder | $640 | $8,046-92.0% | $5,943-89.2% | $10,885-94.1% |