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 | $26,572 | $98,240-73.0% | $82,313-67.7% | $147,584-82.0% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 21.18% | 30.85%-9.7pp | 25.88%-4.7pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,213 | $3,192-30.7% | $2,428-8.9% | $4,876-54.6% |
| Participant deferral / active EE | $4,440 | $4,383+1.3% | $3,706+19.8% | $5,439-18.4% |
| Admin fee / account holder | $577 | $8,563-93.3% | $5,608-89.7% | $10,885-94.7% |