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 | $30,037 | $106,515-71.8% | $96,683-68.9% | $139,434-78.5% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 20.28% | 38.43%-18.1pp | 35.69%-15.4pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,226 | $4,103-45.7% | $3,737-40.4% | $4,751-53.1% |
| Participant deferral / active EE | $3,917 | $5,454-28.2% | $4,878-19.7% | $6,710-41.6% |
| Admin fee / account holder | $1,670 | $7,877-78.8% | $6,730-75.2% | $11,403-85.4% |