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 | $58,807 | $74,888-21.5% | $71,209-17.4% | $142,382-58.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 19.28% | 345.14%-325.9pp | 282.51%-263.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $4,256 | $2,854+49.1% | $2,721+56.4% | $4,299-1.0% |
| Participant deferral / active EE | $7,976 | $4,454+79.1% | $4,175+91.0% | $6,507+22.6% |
| Admin fee / account holder | $509 | $5,568-90.9% | $5,349-90.5% | $12,624-96.0% |