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 | $29,161 | $74,888-61.1% | $71,209-59.0% | $142,382-79.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 13.43% | 345.14%-331.7pp | 282.51%-269.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,222 | $2,854-22.2% | $2,721-18.3% | $4,299-48.3% |
| Participant deferral / active EE | $3,697 | $4,454-17.0% | $4,175-11.5% | $6,507-43.2% |
| Admin fee / account holder | $18,422 | $5,568+230.8% | $5,349+244.4% | $12,624+45.9% |