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 | $23,244 | $112,881-79.4% | $90,951-74.4% | $158,922-85.4% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 13.01% | 215.79%-202.8pp | 134.60%-121.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,381 | $2,893-52.3% | $2,122-34.9% | $4,761-71.0% |
| Participant deferral / active EE | $1,946 | $4,128-52.9% | $3,373-42.3% | $5,982-67.5% |
| Admin fee / account holder | $3,225 | $8,041-59.9% | $5,959-45.9% | $11,246-71.3% |