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 | $32,543 | $95,416-65.9% | $185,823-82.5% | $85,850-62.1% |
| Participation rate | 89.2% | 68.8%+20.5pp | 81.7%+7.5pp | 69.3%+19.9pp |
| Annual return | 15.57% | 23.59%-8.0pp | 122.05%-106.5pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,741 | $3,314-47.5% | $5,167-66.3% | $2,565-32.1% |
| Participant deferral / active EE | $3,713 | $3,423+8.5% | $5,568-33.3% | $3,952-6.0% |
| Admin fee / account holder | $4,623 | $7,213-35.9% | $16,237-71.5% | $6,260-26.1% |