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 | $33,692 | $104,907-67.9% | $84,611-60.2% | $152,861-78.0% |
| Participation rate | 82.4% | 74.8%+7.5pp | 68.2%+14.1pp | 82.4%-0.1pp |
| Annual return | 20.90% | 373.79%-352.9pp | 258.74%-237.8pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,367 | $3,302-58.6% | $2,652-48.5% | $4,762-71.3% |
| Participant deferral / active EE | $3,214 | $4,688-31.4% | $3,899-17.5% | $5,850-45.1% |
| Admin fee / account holder | $802 | $6,241-87.2% | $4,912-83.7% | $11,596-93.1% |