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 | $40,655 | $99,918-59.3% | $81,382-50.0% | $145,922-72.1% |
| Participation rate | 94.4% | 74.2%+20.3pp | 69.5%+25.0pp | 80.3%+14.2pp |
| Annual return | 12.39% | 34.32%-21.9pp | 24.73%-12.3pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,620 | $2,978-12.0% | $2,463+6.4% | $4,660-43.8% |
| Participant deferral / active EE | $2,714 | $4,605-41.1% | $3,883-30.1% | $6,688-59.4% |
| Admin fee / account holder | $931 | $8,212-88.7% | $5,768-83.9% | $13,397-93.1% |