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 | $22,439 | $93,571-76.0% | $135,903-83.5% | $75,163-70.1% |
| Participation rate | 75.6% | 75.2%+0.4pp | 81.9%-6.3pp | 67.2%+8.4pp |
| Annual return | 32.87% | 30.90%+2.0pp | 68.23%-35.4pp | 160.62%-127.8pp |
| Employer contribution / active EE | $2,217 | $3,537-37.3% | $4,856-54.3% | $2,670-16.9% |
| Participant deferral / active EE | $4,328 | $6,404-32.4% | $7,758-44.2% | $4,125+4.9% |
| Admin fee / account holder | $18,580 | $6,975+166.4% | $10,762+72.6% | $5,651+228.8% |