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 | $25,929 | $93,346-72.2% | $71,796-63.9% | $273,961-90.5% |
| Participation rate | 70.0% | 76.5%-6.5pp | 69.1%+0.9pp | 83.0%-13.0pp |
| Annual return | 7.84% | 130.39%-122.6pp | 78.04%-70.2pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,833 | $2,733+3.6% | $1,924+47.2% | $4,869-41.8% |
| Participant deferral / active EE | $4,638 | $3,475+33.5% | $2,794+66.0% | $5,287-12.3% |
| Admin fee / account holder | $895 | $6,571-86.4% | $4,815-81.4% | $10,132-91.2% |