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 | $27,388 | $114,047-76.0% | $96,139-71.5% | $167,490-83.6% |
| Participation rate | 90.9% | 75.1%+15.8pp | 68.4%+22.5pp | 82.1%+8.8pp |
| Annual return | 13.34% | 189.88%-176.5pp | 191.94%-178.6pp | 478.56%-465.2pp |
| Employer contribution / active EE | $611 | $3,427-82.2% | $2,797-78.2% | $4,837-87.4% |
| Participant deferral / active EE | $5,063 | $5,194-2.5% | $4,349+16.4% | $6,341-20.2% |
| Admin fee / account holder | $3,173 | $6,897-54.0% | $5,537-42.7% | $12,309-74.2% |