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 | $34,646 | $176,377-80.4% | $134,143-74.2% | $158,922-78.2% |
| Participation rate | 92.3% | 78.7%+13.6pp | 72.2%+20.1pp | 82.0%+10.3pp |
| Annual return | 10.49% | 63.63%-53.1pp | 36.33%-25.8pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,029 | $5,040-79.6% | $3,704-72.2% | $4,761-78.4% |
| Participant deferral / active EE | $2,182 | $4,091-46.7% | $3,499-37.6% | $5,982-63.5% |
| Admin fee / account holder | $5,279 | $8,718-39.4% | $6,684-21.0% | $11,246-53.1% |