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 | $28,310 | $176,377-83.9% | $134,143-78.9% | $158,922-82.2% |
| Participation rate | 84.6% | 78.7%+5.9pp | 72.2%+12.4pp | 82.0%+2.7pp |
| Annual return | 20.58% | 63.63%-43.0pp | 36.33%-15.8pp | 302.83%-282.2pp |
| Employer contribution / active EE | $2,325 | $5,040-53.9% | $3,704-37.2% | $4,761-51.2% |
| Participant deferral / active EE | $4,556 | $4,091+11.4% | $3,499+30.2% | $5,982-23.8% |
| Admin fee / account holder | $682 | $8,718-92.2% | $6,684-89.8% | $11,246-93.9% |