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 | $25,154 | $232,540-89.2% | $185,117-86.4% | $147,584-83.0% |
| Participation rate | 81.8% | 82.4%-0.5pp | 77.3%+4.6pp | 82.8%-1.0pp |
| Annual return | 22.21% | 43.03%-20.8pp | 40.50%-18.3pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,362 | $5,195-73.8% | $4,182-67.4% | $4,876-72.1% |
| Participant deferral / active EE | $3,713 | $5,834-36.4% | $5,045-26.4% | $5,439-31.7% |
| Admin fee / account holder | $670 | $10,275-93.5% | $8,159-91.8% | $10,885-93.8% |