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 | $39,053 | $109,982-64.5% | $97,226-59.8% | $145,922-73.2% |
| Participation rate | 78.6% | 75.9%+2.6pp | 72.7%+5.9pp | 80.3%-1.7pp |
| Annual return | 10.21% | 242.90%-232.7pp | 75.13%-64.9pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,332 | $3,084-24.4% | $2,729-14.5% | $4,660-50.0% |
| Participant deferral / active EE | $3,321 | $4,676-29.0% | $4,264-22.1% | $6,688-50.3% |
| Admin fee / account holder | $7,554 | $6,221+21.4% | $5,654+33.6% | $13,397-43.6% |