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 | $30,205 | $106,515-71.6% | $96,683-68.8% | $139,434-78.3% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 21.32% | 38.43%-17.1pp | 35.69%-14.4pp | 372.94%-351.6pp |
| Employer contribution / active EE | $3,725 | $4,103-9.2% | $3,737-0.3% | $4,751-21.6% |
| Participant deferral / active EE | $8,893 | $5,454+63.0% | $4,878+82.3% | $6,710+32.5% |
| Admin fee / account holder | $34,278 | $7,877+335.2% | $6,730+409.4% | $11,403+200.6% |