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 | $19,399 | $106,890-81.9% | $84,015-76.9% | $152,861-87.3% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 26.30% | 104.99%-78.7pp | 71.31%-45.0pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,981 | $2,734-27.5% | $1,983-0.1% | $4,762-58.4% |
| Participant deferral / active EE | $2,631 | $4,011-34.4% | $3,239-18.8% | $5,850-55.0% |
| Admin fee / account holder | $7,204 | $8,285-13.1% | $6,101+18.1% | $11,596-37.9% |