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 | $31,953 | $162,781-80.4% | $133,956-76.1% | $158,922-79.9% |
| Participation rate | 92.3% | 83.2%+9.1pp | 79.8%+12.5pp | 82.0%+10.3pp |
| Annual return | 17.63% | 41.94%-24.3pp | 45.09%-27.5pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,836 | $4,975-63.1% | $3,919-53.2% | $4,761-61.4% |
| Participant deferral / active EE | $2,294 | $5,911-61.2% | $5,048-54.6% | $5,982-61.7% |
| Admin fee / account holder | $385 | $11,736-96.7% | $8,927-95.7% | $11,246-96.6% |