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 | $14,918 | $77,634-80.8% | $156,549-90.5% | $62,891-76.3% |
| Participation rate | 71.0% | 71.2%-0.2pp | 84.0%-13.0pp | 69.3%+1.7pp |
| Annual return | 19.73% | 50.32%-30.6pp | 32.23%-12.5pp | 20.14%-0.4pp |
| Employer contribution / active EE | $1,811 | $3,444-47.4% | $5,501-67.1% | $2,281-20.6% |
| Participant deferral / active EE | $3,622 | $3,045+18.9% | $4,871-25.6% | $3,203+13.1% |
| Admin fee / account holder | $1,800 | $5,561-67.6% | $13,027-86.2% | $4,296-58.1% |