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 | $37,161 | $107,334-65.4% | $92,893-60.0% | $152,861-75.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 21.69% | 145.58%-123.9pp | 109.41%-87.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,373 | $4,221-67.5% | $3,653-62.4% | $4,762-71.2% |
| Participant deferral / active EE | $2,753 | $4,845-43.2% | $4,236-35.0% | $5,850-52.9% |
| Admin fee / account holder | $27,006 | $7,079+281.5% | $5,794+366.1% | $11,596+132.9% |