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 | $27,939 | $80,968-65.5% | $96,544-71.1% | $75,163-62.8% |
| Participation rate | 97.5% | 71.8%+25.7pp | 76.0%+21.5pp | 67.2%+30.3pp |
| Annual return | 17.66% | 27.06%-9.4pp | 25.84%-8.2pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,746 | $2,282-23.5% | $2,965-41.1% | $2,670-34.6% |
| Participant deferral / active EE | $4,394 | $3,928+11.9% | $4,851-9.4% | $4,125+6.5% |
| Admin fee / account holder | $1,200 | $6,724-82.1% | $8,252-85.5% | $5,651-78.8% |