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 | $26,506 | $107,334-75.3% | $92,893-71.5% | $152,861-82.7% |
| Participation rate | 94.7% | 79.8%+15.0pp | 76.0%+18.7pp | 82.4%+12.3pp |
| Annual return | 20.36% | 145.58%-125.2pp | 109.41%-89.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,642 | $4,221-13.7% | $3,653-0.3% | $4,762-23.5% |
| Participant deferral / active EE | $3,191 | $4,845-34.1% | $4,236-24.7% | $5,850-45.5% |
| Admin fee / account holder | $20,149 | $7,079+184.6% | $5,794+247.8% | $11,596+73.7% |