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 | $31,790 | $74,888-57.6% | $71,209-55.4% | $142,382-77.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 14.16% | 345.14%-331.0pp | 282.51%-268.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,427 | $2,854-50.0% | $2,721-47.6% | $4,299-66.8% |
| Participant deferral / active EE | $3,015 | $4,454-32.3% | $4,175-27.8% | $6,507-53.7% |
| Admin fee / account holder | $511 | $5,568-90.8% | $5,349-90.5% | $12,624-96.0% |