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 | $19,425 | $107,334-81.9% | $92,893-79.1% | $152,861-87.3% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 24.26% | 145.58%-121.3pp | 109.41%-85.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,121 | $4,221-73.4% | $3,653-69.3% | $4,762-76.5% |
| Participant deferral / active EE | $2,802 | $4,845-42.2% | $4,236-33.9% | $5,850-52.1% |
| Admin fee / account holder | $10,371 | $7,079+46.5% | $5,794+79.0% | $11,596-10.6% |