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 | $40,380 | $106,515-62.1% | $96,683-58.2% | $139,434-71.0% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 14.83% | 38.43%-23.6pp | 35.69%-20.9pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,968 | $4,103-52.0% | $3,737-47.3% | $4,751-58.6% |
| Participant deferral / active EE | $7,049 | $5,454+29.2% | $4,878+44.5% | $6,710+5.0% |
| Admin fee / account holder | $344 | $7,877-95.6% | $6,730-94.9% | $11,403-97.0% |