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 | $33,565 | $99,079-66.1% | $77,999-57.0% | $273,961-87.7% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | 11.97% | 217.93%-206.0pp | 425.96%-414.0pp | 41.45%-29.5pp |
| Employer contribution / active EE | $2,383 | $3,308-28.0% | $2,470-3.5% | $4,869-51.1% |
| Participant deferral / active EE | $5,234 | $4,306+21.5% | $3,497+49.7% | $5,287-1.0% |
| Admin fee / account holder | $456 | $8,954-94.9% | $5,480-91.7% | $10,132-95.5% |