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 | $42,144 | $106,515-60.4% | $96,683-56.4% | $139,434-69.8% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.3%+21.5pp | 80.3%+15.5pp |
| Annual return | 11.75% | 38.43%-26.7pp | 35.69%-23.9pp | 372.94%-361.2pp |
| Employer contribution / active EE | $5,376 | $4,103+31.0% | $3,737+43.9% | $4,751+13.2% |
| Participant deferral / active EE | $1,699 | $5,454-68.8% | $4,878-65.2% | $6,710-74.7% |
| Admin fee / account holder | $15,384 | $7,877+95.3% | $6,730+128.6% | $11,403+34.9% |