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 | $22,830 | $121,625-81.2% | $104,607-78.2% | $158,922-85.6% |
| Participation rate | 83.3% | 77.5%+5.8pp | 74.1%+9.3pp | 82.0%+1.4pp |
| Annual return | 24.73% | 465.26%-440.5pp | 340.46%-315.7pp | 302.83%-278.1pp |
| Employer contribution / active EE | $3,009 | $3,163-4.9% | $2,681+12.3% | $4,761-36.8% |
| Participant deferral / active EE | $3,313 | $4,177-20.7% | $3,740-11.4% | $5,982-44.6% |
| Admin fee / account holder | $2,055 | $7,787-73.6% | $6,473-68.3% | $11,246-81.7% |