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 | $30,477 | $157,256-80.6% | $141,162-78.4% | $152,861-80.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 24.11% | 64.32%-40.2pp | 71.39%-47.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,525 | $5,261-71.0% | $4,735-67.8% | $4,762-68.0% |
| Participant deferral / active EE | $7,200 | $7,109+1.3% | $6,709+7.3% | $5,850+23.1% |
| Admin fee / account holder | $4,123 | $12,120-66.0% | $10,261-59.8% | $11,596-64.4% |