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 | $23,370 | $74,888-68.8% | $71,209-67.2% | $142,382-83.6% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 20.05% | 345.14%-325.1pp | 282.51%-262.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,229 | $2,854-21.9% | $2,721-18.1% | $4,299-48.2% |
| Participant deferral / active EE | $5,480 | $4,454+23.0% | $4,175+31.2% | $6,507-15.8% |
| Admin fee / account holder | $3,195 | $5,568-42.6% | $5,349-40.3% | $12,624-74.7% |