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 | $23,490 | $56,053-58.1% | $75,972-69.1% | $80,856-70.9% |
| Participation rate | 74.3% | 62.0%+12.3pp | 69.1%+5.2pp | 67.6%+6.6pp |
| Annual return | 11.22% | 20.53%-9.3pp | 359.55%-348.3pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,931 | $1,874+3.0% | $2,685-28.1% | $2,755-29.9% |
| Participant deferral / active EE | $3,690 | $3,052+20.9% | $4,255-13.3% | $4,296-14.1% |
| Admin fee / account holder | $519 | $5,234-90.1% | $6,467-92.0% | $6,918-92.5% |