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 | $39,897 | $117,841-66.1% | $102,423-61.0% | $145,922-72.7% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 10.66% | 31.65%-21.0pp | 29.32%-18.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,781 | $3,615-23.1% | $3,023-8.0% | $4,660-40.3% |
| Participant deferral / active EE | $5,178 | $5,731-9.6% | $5,053+2.5% | $6,688-22.6% |
| Admin fee / account holder | $2,476 | $13,326-81.4% | $9,451-73.8% | $13,397-81.5% |