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 | $23,325 | $99,652-76.6% | $78,778-70.4% | $147,584-84.2% |
| Participation rate | 93.3% | 76.2%+17.1pp | 69.2%+24.1pp | 82.8%+10.5pp |
| Annual return | 16.03% | 47.28%-31.3pp | 35.62%-19.6pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,047 | $2,796-62.5% | $1,986-47.3% | $4,876-78.5% |
| Participant deferral / active EE | $3,668 | $3,664+0.1% | $2,958+24.0% | $5,439-32.6% |
| Admin fee / account holder | $1,016 | $7,155-85.8% | $5,134-80.2% | $10,885-90.7% |