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 | $41,427 | $74,888-44.7% | $71,209-41.8% | $142,382-70.9% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.1%+9.4pp |
| Annual return | 13.65% | 345.14%-331.5pp | 282.51%-268.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,342 | $2,854+17.1% | $2,721+22.8% | $4,299-22.3% |
| Participant deferral / active EE | $7,648 | $4,454+71.7% | $4,175+83.2% | $6,507+17.5% |
| Admin fee / account holder | $10,803 | $5,568+94.0% | $5,349+102.0% | $12,624-14.4% |