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 | $56,460 | $117,983-52.1% | $101,794-44.5% | $142,382-60.3% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.2%+3.5pp | 80.1%-7.4pp |
| Annual return | 14.10% | 36.92%-22.8pp | 30.53%-16.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,936 | $2,773-30.2% | $2,289-15.4% | $4,299-55.0% |
| Participant deferral / active EE | $4,733 | $4,714+0.4% | $4,084+15.9% | $6,507-27.3% |
| Admin fee / account holder | $96,500 | $10,433+824.9% | $8,777+999.5% | $12,624+664.4% |