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 | $28,724 | $105,859-72.9% | $90,160-68.1% | $147,584-80.5% |
| Participation rate | 90.5% | 79.7%+10.7pp | 76.9%+13.6pp | 82.8%+7.6pp |
| Annual return | 15.63% | 37.63%-22.0pp | 34.88%-19.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $4,467 | $4,126+8.3% | $3,318+34.6% | $4,876-8.4% |
| Participant deferral / active EE | $4,408 | $5,733-23.1% | $5,288-16.6% | $5,439-18.9% |
| Admin fee / account holder | $838 | $8,046-89.6% | $5,943-85.9% | $10,885-92.3% |