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 | $33,741 | $72,071-53.2% | $68,368-50.6% | $137,256-75.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 16.14% | 353.14%-337.0pp | 292.57%-276.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,978 | $2,788+6.8% | $2,649+12.4% | $4,156-28.3% |
| Participant deferral / active EE | $3,471 | $4,410-21.3% | $4,123-15.8% | $6,407-45.8% |
| Admin fee / account holder | $1,579 | $5,336-70.4% | $5,150-69.3% | $12,270-87.1% |