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 | $37,590 | $99,652-62.3% | $78,778-52.3% | $147,584-74.5% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.2%+20.8pp | 82.8%+7.2pp |
| Annual return | 15.42% | 47.28%-31.9pp | 35.62%-20.2pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,647 | $2,796-41.1% | $1,986-17.1% | $4,876-66.2% |
| Participant deferral / active EE | $4,231 | $3,664+15.5% | $2,958+43.0% | $5,439-22.2% |
| Admin fee / account holder | $328 | $7,155-95.4% | $5,134-93.6% | $10,885-97.0% |