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 | $24,909 | $106,515-76.6% | $96,683-74.2% | $139,434-82.1% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 11.29% | 38.43%-27.1pp | 35.69%-24.4pp | 372.94%-361.6pp |
| Employer contribution / active EE | $1,493 | $4,103-63.6% | $3,737-60.0% | $4,751-68.6% |
| Participant deferral / active EE | $1,585 | $5,454-70.9% | $4,878-67.5% | $6,710-76.4% |
| Admin fee / account holder | $462 | $7,877-94.1% | $6,730-93.1% | $11,403-95.9% |