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 | $42,548 | $124,425-65.8% | $112,040-62.0% | $137,256-69.0% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 12.66% | 24.72%-12.1pp | 24.52%-11.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,594 | $3,411-24.0% | $2,954-12.2% | $4,156-37.6% |
| Participant deferral / active EE | $6,668 | $5,718+16.6% | $5,098+30.8% | $6,407+4.1% |
| Admin fee / account holder | $3,226 | $15,207-78.8% | $12,098-73.3% | $12,270-73.7% |