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 | $35,935 | $107,934-66.7% | $91,989-60.9% | $152,861-76.5% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.4%+3.3pp |
| Annual return | 22.66% | 89.24%-66.6pp | 69.02%-46.4pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,860 | $4,210-55.8% | $3,452-46.1% | $4,762-60.9% |
| Participant deferral / active EE | $8,634 | $6,364+35.7% | $5,923+45.8% | $5,850+47.6% |
| Admin fee / account holder | $906 | $10,520-91.4% | $7,743-88.3% | $11,596-92.2% |