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 | $20,432 | $176,662-88.4% | $130,648-84.4% | $152,861-86.6% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.4%-7.4pp |
| Annual return | 23.95% | 2692.24%-2668.3pp | 1708.96%-1685.0pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,007 | $5,742-65.0% | $4,092-51.0% | $4,762-57.9% |
| Participant deferral / active EE | $4,335 | $4,361-0.6% | $3,603+20.3% | $5,850-25.9% |
| Admin fee / account holder | $10,889 | $7,133+52.7% | $5,464+99.3% | $11,596-6.1% |