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 | $25,830 | $101,069-74.4% | $81,478-68.3% | $147,584-82.5% |
| Participation rate | 85.7% | 74.5%+11.3pp | 68.0%+17.8pp | 82.8%+2.9pp |
| Annual return | 20.68% | 32.40%-11.7pp | 38.78%-18.1pp | 578.55%-557.9pp |
| Employer contribution / active EE | $3,835 | $3,205+19.7% | $2,568+49.4% | $4,876-21.3% |
| Participant deferral / active EE | $3,609 | $4,242-14.9% | $3,537+2.0% | $5,439-33.6% |
| Admin fee / account holder | $403 | $5,812-93.1% | $4,561-91.2% | $10,885-96.3% |