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 | $42,609 | $107,334-60.3% | $92,893-54.1% | $152,861-72.1% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 24.43% | 145.58%-121.2pp | 109.41%-85.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,717 | $4,221-59.3% | $3,653-53.0% | $4,762-63.9% |
| Participant deferral / active EE | $7,403 | $4,845+52.8% | $4,236+74.8% | $5,850+26.5% |
| Admin fee / account holder | $1,612 | $7,079-77.2% | $5,794-72.2% | $11,596-86.1% |