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 | $22,699 | $102,966-78.0% | $90,281-74.9% | $152,861-85.2% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 26.51% | 95.16%-68.7pp | 78.10%-51.6pp | 345.32%-318.8pp |
| Employer contribution / active EE | $2,508 | $3,139-20.1% | $2,854-12.1% | $4,762-47.3% |
| Participant deferral / active EE | $6,190 | $4,281+44.6% | $3,885+59.3% | $5,850+5.8% |
| Admin fee / account holder | $1,273 | $6,171-79.4% | $5,351-76.2% | $11,596-89.0% |