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 | $26,994 | $99,652-72.9% | $78,778-65.7% | $147,584-81.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 14.41% | 47.28%-32.9pp | 35.62%-21.2pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,405 | $2,796-49.8% | $1,986-29.3% | $4,876-71.2% |
| Participant deferral / active EE | $3,127 | $3,664-14.7% | $2,958+5.7% | $5,439-42.5% |
| Admin fee / account holder | $338 | $7,155-95.3% | $5,134-93.4% | $10,885-96.9% |