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 | $29,114 | $93,571-68.9% | $135,903-78.6% | $75,163-61.3% |
| Participation rate | 75.3% | 75.2%+0.1pp | 81.9%-6.6pp | 67.2%+8.1pp |
| Annual return | 36.63% | 30.90%+5.7pp | 68.23%-31.6pp | 160.62%-124.0pp |
| Employer contribution / active EE | $1,349 | $3,537-61.9% | $4,856-72.2% | $2,670-49.5% |
| Participant deferral / active EE | $5,337 | $6,404-16.7% | $7,758-31.2% | $4,125+29.4% |
| Admin fee / account holder | $1,915 | $6,975-72.5% | $10,762-82.2% | $5,651-66.1% |