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 | $32,329 | $111,535-71.0% | $105,223-69.3% | $137,256-76.4% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 17.95% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,380 | $3,939-65.0% | $3,689-62.6% | $4,156-66.8% |
| Participant deferral / active EE | $3,765 | $5,500-31.5% | $5,072-25.8% | $6,407-41.2% |
| Admin fee / account holder | $693 | $9,721-92.9% | $8,859-92.2% | $12,270-94.4% |