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 | $35,708 | $106,515-66.5% | $96,683-63.1% | $139,434-74.4% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 19.04% | 38.43%-19.4pp | 35.69%-16.7pp | 372.94%-353.9pp |
| Employer contribution / active EE | $4,412 | $4,103+7.5% | $3,737+18.1% | $4,751-7.1% |
| Participant deferral / active EE | $4,591 | $5,454-15.8% | $4,878-5.9% | $6,710-31.6% |
| Admin fee / account holder | $544 | $7,877-93.1% | $6,730-91.9% | $11,403-95.2% |