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 | $24,359 | $74,888-67.5% | $71,209-65.8% | $142,382-82.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 19.27% | 345.14%-325.9pp | 282.51%-263.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,292 | $2,854-54.7% | $2,721-52.5% | $4,299-69.9% |
| Participant deferral / active EE | $2,721 | $4,454-38.9% | $4,175-34.8% | $6,507-58.2% |
| Admin fee / account holder | $410 | $5,568-92.6% | $5,349-92.3% | $12,624-96.8% |