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 | $28,484 | $93,071-69.4% | $74,583-61.8% | $273,961-89.6% |
| Participation rate | 81.0% | 74.9%+6.0pp | 68.1%+12.8pp | 83.0%-2.1pp |
| Annual return | 217.76% | 26.18%+191.6pp | 20.47%+197.3pp | 41.45%+176.3pp |
| Employer contribution / active EE | $2,505 | $3,160-20.7% | $2,525-0.8% | $4,869-48.5% |
| Participant deferral / active EE | $3,211 | $4,160-22.8% | $3,458-7.2% | $5,287-39.3% |
| Admin fee / account holder | $336 | $5,272-93.6% | $4,138-91.9% | $10,132-96.7% |