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 | $35,845 | $87,733-59.1% | $106,548-66.4% | $85,850-58.2% |
| Participation rate | 89.9% | 71.9%+17.9pp | 76.1%+13.7pp | 69.3%+20.5pp |
| Annual return | 17.46% | 21.86%-4.4pp | 26.80%-9.3pp | 318.53%-301.1pp |
| Employer contribution / active EE | $1,636 | $2,073-21.1% | $2,819-42.0% | $2,565-36.2% |
| Participant deferral / active EE | $4,634 | $3,469+33.6% | $4,398+5.4% | $3,952+17.3% |
| Admin fee / account holder | $1,127 | $6,767-83.3% | $7,407-84.8% | $6,260-82.0% |