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 | $35,412 | $106,515-66.8% | $96,683-63.4% | $139,434-74.6% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.3%+10.7pp | 80.3%+4.7pp |
| Annual return | 13.52% | 38.43%-24.9pp | 35.69%-22.2pp | 372.94%-359.4pp |
| Employer contribution / active EE | $4,517 | $4,103+10.1% | $3,737+20.9% | $4,751-4.9% |
| Participant deferral / active EE | $8,318 | $5,454+52.5% | $4,878+70.5% | $6,710+24.0% |
| Admin fee / account holder | $33,430 | $7,877+324.4% | $6,730+396.8% | $11,403+193.2% |