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 | $26,636 | $106,890-75.1% | $84,015-68.3% | $152,861-82.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 31.96% | 104.99%-73.0pp | 71.31%-39.4pp | 345.32%-313.4pp |
| Employer contribution / active EE | $2,875 | $2,734+5.1% | $1,983+44.9% | $4,762-39.6% |
| Participant deferral / active EE | $3,064 | $4,011-23.6% | $3,239-5.4% | $5,850-47.6% |
| Admin fee / account holder | $25,668 | $8,285+209.8% | $6,101+320.7% | $11,596+121.3% |