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 | $38,187 | $126,574-69.8% | $106,213-64.0% | $145,922-73.8% |
| Participation rate | 92.9% | 77.6%+15.2pp | 75.3%+17.6pp | 80.3%+12.6pp |
| Annual return | 8.32% | 224.79%-216.5pp | 116.14%-107.8pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,403 | $3,730-62.4% | $3,171-55.8% | $4,660-69.9% |
| Participant deferral / active EE | $1,604 | $5,724-72.0% | $5,016-68.0% | $6,688-76.0% |
| Admin fee / account holder | $26,783 | $17,304+54.8% | $11,033+142.8% | $13,397+99.9% |