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 | $29,841 | $91,037-67.2% | $71,671-58.4% | $147,584-79.8% |
| Participation rate | 76.5% | 76.1%+0.3pp | 68.7%+7.7pp | 82.8%-6.4pp |
| Annual return | 21.32% | 20.48%+0.8pp | 20.65%+0.7pp | 578.55%-557.2pp |
| Employer contribution / active EE | $2,292 | $3,327-31.1% | $2,460-6.8% | $4,876-53.0% |
| Participant deferral / active EE | $4,087 | $4,498-9.1% | $3,438+18.9% | $5,439-24.9% |
| Admin fee / account holder | $370 | $8,613-95.7% | $5,558-93.4% | $10,885-96.6% |