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 | $34,195 | $111,754-69.4% | $103,333-66.9% | $145,922-76.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 15.72% | 24.77%-9.0pp | 24.88%-9.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,624 | $4,212-37.7% | $3,868-32.1% | $4,660-43.7% |
| Participant deferral / active EE | $5,636 | $5,619+0.3% | $5,057+11.4% | $6,688-15.7% |
| Admin fee / account holder | $2,256 | $9,750-76.9% | $8,355-73.0% | $13,397-83.2% |