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 7-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 | $21,358 | $77,419-72.4% | $69,455-69.2% | $152,861-86.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.4%-2.4pp |
| Annual return | 35.28% | 39.06%-3.8pp | 28.97%+6.3pp | 345.32%-310.0pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,323 | $4,414+133.9% | $3,535+192.0% | $5,850+76.5% |
| Admin fee / account holder | $1,217 | $6,207-80.4% | $3,839-68.3% | $11,596-89.5% |