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 | $32,721 | $105,859-69.1% | $90,160-63.7% | $147,584-77.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.79% | 37.63%-26.8pp | 34.88%-24.1pp | 578.55%-567.8pp |
| Employer contribution / active EE | $1,451 | $4,126-64.8% | $3,318-56.3% | $4,876-70.2% |
| Participant deferral / active EE | $2,039 | $5,733-64.4% | $5,288-61.4% | $5,439-62.5% |
| Admin fee / account holder | $6,612 | $8,046-17.8% | $5,943+11.3% | $10,885-39.3% |