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 | $25,161 | $127,065-80.2% | $113,168-77.8% | $142,382-82.3% |
| Participation rate | 93.8% | 79.2%+14.5pp | 76.6%+17.2pp | 80.1%+13.6pp |
| Annual return | 14.76% | 24.03%-9.3pp | 24.27%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,508 | $3,442-27.1% | $2,975-15.7% | $4,299-41.7% |
| Participant deferral / active EE | $6,307 | $5,716+10.3% | $5,107+23.5% | $6,507-3.1% |
| Admin fee / account holder | $434 | $15,736-97.2% | $12,068-96.4% | $12,624-96.6% |