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 | $42,773 | $149,734-71.4% | $118,925-64.0% | $158,922-73.1% |
| Participation rate | 84.2% | 82.1%+2.1pp | 75.4%+8.8pp | 82.0%+2.3pp |
| Annual return | 10.23% | 19.95%-9.7pp | 35.88%-25.6pp | 302.83%-292.6pp |
| Employer contribution / active EE | $2,455 | $4,115-40.3% | $3,263-24.8% | $4,761-48.4% |
| Participant deferral / active EE | $6,478 | $5,223+24.0% | $4,265+51.9% | $5,982+8.3% |
| Admin fee / account holder | $604 | $8,603-93.0% | $6,581-90.8% | $11,246-94.6% |