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 | $26,751 | $71,809-62.7% | $61,048-56.2% | $152,861-82.5% |
| Participation rate | 88.9% | 84.2%+4.7pp | 79.3%+9.6pp | 82.4%+6.4pp |
| Annual return | 17.07% | 29.74%-12.7pp | 26.18%-9.1pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,032 | $4,545-55.3% | $3,716-45.3% | $4,762-57.3% |
| Participant deferral / active EE | $3,990 | $5,467-27.0% | $4,470-10.7% | $5,850-31.8% |
| Admin fee / account holder | $17,178 | $4,750+261.7% | $3,728+360.8% | $11,596+48.1% |