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 | $21,404 | $105,859-79.8% | $90,160-76.3% | $147,584-85.5% |
| Participation rate | 93.3% | 79.7%+13.6pp | 76.9%+16.5pp | 82.8%+10.5pp |
| Annual return | 22.25% | 37.63%-15.4pp | 34.88%-12.6pp | 578.55%-556.3pp |
| Employer contribution / active EE | $3,058 | $4,126-25.9% | $3,318-7.8% | $4,876-37.3% |
| Participant deferral / active EE | $3,023 | $5,733-47.3% | $5,288-42.8% | $5,439-44.4% |
| Admin fee / account holder | $508 | $8,046-93.7% | $5,943-91.4% | $10,885-95.3% |