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 | $24,201 | $105,859-77.1% | $90,160-73.2% | $147,584-83.6% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 21.44% | 37.63%-16.2pp | 34.88%-13.4pp | 578.55%-557.1pp |
| Employer contribution / active EE | $2,273 | $4,126-44.9% | $3,318-31.5% | $4,876-53.4% |
| Participant deferral / active EE | $7,100 | $5,733+23.8% | $5,288+34.3% | $5,439+30.5% |
| Admin fee / account holder | $610 | $8,046-92.4% | $5,943-89.7% | $10,885-94.4% |