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 | $24,963 | $115,882-78.5% | $100,516-75.2% | $158,922-84.3% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 15.26% | 34.79%-19.5pp | 30.89%-15.6pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,006 | $4,103-51.1% | $3,418-41.3% | $4,761-57.9% |
| Participant deferral / active EE | $3,650 | $6,674-45.3% | $6,270-41.8% | $5,982-39.0% |
| Admin fee / account holder | $913 | $10,995-91.7% | $8,081-88.7% | $11,246-91.9% |