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 7-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 | $20,570 | $104,664-80.3% | $85,682-76.0% | $167,490-87.7% |
| Participation rate | 91.7% | 76.4%+15.3pp | 69.9%+21.8pp | 82.1%+9.6pp |
| Annual return | 18.70% | 21.45%-2.7pp | 21.49%-2.8pp | 478.56%-459.9pp |
| Employer contribution / active EE | $2,944 | $3,337-11.8% | $2,618+12.5% | $4,837-39.1% |
| Participant deferral / active EE | $4,452 | $4,824-7.7% | $3,923+13.5% | $6,341-29.8% |
| Admin fee / account holder | $4,077 | $10,032-59.4% | $6,873-40.7% | $12,309-66.9% |