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 | $28,785 | $107,334-73.2% | $92,893-69.0% | $152,861-81.2% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.4%+4.2pp |
| Annual return | 23.55% | 145.58%-122.0pp | 109.41%-85.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,564 | $4,221-39.3% | $3,653-29.8% | $4,762-46.2% |
| Participant deferral / active EE | $4,372 | $4,845-9.8% | $4,236+3.2% | $5,850-25.3% |
| Admin fee / account holder | $6,659 | $7,079-5.9% | $5,794+14.9% | $11,596-42.6% |