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 | $27,234 | $74,888-63.6% | $71,209-61.8% | $142,382-80.9% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 19.84% | 345.14%-325.3pp | 282.51%-262.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,202 | $2,854-22.8% | $2,721-19.1% | $4,299-48.8% |
| Participant deferral / active EE | $3,627 | $4,454-18.6% | $4,175-13.1% | $6,507-44.3% |
| Admin fee / account holder | $377 | $5,568-93.2% | $5,349-93.0% | $12,624-97.0% |