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 | $29,854 | $126,574-76.4% | $106,213-71.9% | $145,922-79.5% |
| Participation rate | 82.6% | 77.6%+5.0pp | 75.3%+7.3pp | 80.3%+2.3pp |
| Annual return | 12.53% | 224.79%-212.3pp | 116.14%-103.6pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,608 | $3,730-30.1% | $3,171-17.8% | $4,660-44.0% |
| Participant deferral / active EE | $5,962 | $5,724+4.2% | $5,016+18.9% | $6,688-10.9% |
| Admin fee / account holder | $3,053 | $17,304-82.4% | $11,033-72.3% | $13,397-77.2% |