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 | $26,486 | $74,888-64.6% | $71,209-62.8% | $142,382-81.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 16.32% | 345.14%-328.8pp | 282.51%-266.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,326 | $2,854+16.5% | $2,721+22.2% | $4,299-22.6% |
| Participant deferral / active EE | $3,326 | $4,454-25.3% | $4,175-20.4% | $6,507-48.9% |
| Admin fee / account holder | $17,909 | $5,568+221.6% | $5,349+234.8% | $12,624+41.9% |