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 | $30,409 | $96,484-68.5% | $75,886-59.9% | $152,861-80.1% |
| Participation rate | 95.2% | 76.2%+19.0pp | 69.3%+26.0pp | 82.4%+12.8pp |
| Annual return | 22.43% | 33.98%-11.6pp | 30.76%-8.3pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,528 | $3,309-23.6% | $2,500+1.1% | $4,762-46.9% |
| Participant deferral / active EE | $3,432 | $4,553-24.6% | $3,603-4.8% | $5,850-41.3% |
| Admin fee / account holder | $2,502 | $8,078-69.0% | $5,418-53.8% | $11,596-78.4% |