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 | $69,964 | $102,616-31.8% | $81,983-14.7% | $158,922-56.0% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.2%+10.8pp | 82.0%-2.0pp |
| Annual return | 10.76% | 61.04%-50.3pp | 41.31%-30.5pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,642 | $3,240-49.3% | $2,498-34.3% | $4,761-65.5% |
| Participant deferral / active EE | $3,575 | $4,648-23.1% | $3,722-4.0% | $5,982-40.2% |
| Admin fee / account holder | $16,104 | $8,235+95.6% | $5,664+184.3% | $11,246+43.2% |