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 | $39,243 | $96,635-59.4% | $86,612-54.7% | $139,434-71.9% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 13.54% | 106.41%-92.9pp | 591.07%-577.5pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,141 | $3,263-34.4% | $3,022-29.2% | $4,751-54.9% |
| Participant deferral / active EE | $3,111 | $4,836-35.7% | $4,438-29.9% | $6,710-53.6% |
| Admin fee / account holder | $5,483 | $6,408-14.4% | $5,614-2.3% | $11,403-51.9% |