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 | $26,227 | $69,207-62.1% | $64,056-59.1% | $139,434-81.2% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 15.81% | 45.88%-30.1pp | 33.69%-17.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,213 | $3,182-61.9% | $2,747-55.8% | $4,751-74.5% |
| Participant deferral / active EE | $2,681 | $4,682-42.7% | $3,880-30.9% | $6,710-60.1% |
| Admin fee / account holder | $504 | $4,244-88.1% | $3,068-83.6% | $11,403-95.6% |