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 | $17,018 | $91,037-81.3% | $71,671-76.3% | $147,584-88.5% |
| Participation rate | 80.0% | 76.1%+3.9pp | 68.7%+11.3pp | 82.8%-2.8pp |
| Annual return | 19.89% | 20.48%-0.6pp | 20.65%-0.8pp | 578.55%-558.7pp |
| Employer contribution / active EE | $2,599 | $3,327-21.9% | $2,460+5.6% | $4,876-46.7% |
| Participant deferral / active EE | $3,219 | $4,498-28.4% | $3,438-6.4% | $5,439-40.8% |
| Admin fee / account holder | $679 | $8,613-92.1% | $5,558-87.8% | $10,885-93.8% |