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 | $36,755 | $118,680-69.0% | $98,907-62.8% | $158,922-76.9% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 12.12% | 372.35%-360.2pp | 196.43%-184.3pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,815 | $3,333-45.5% | $2,689-32.5% | $4,761-61.9% |
| Participant deferral / active EE | $5,054 | $5,088-0.7% | $4,244+19.1% | $5,982-15.5% |
| Admin fee / account holder | $5,080 | $10,131-49.9% | $6,642-23.5% | $11,246-54.8% |