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 | $45,383 | $99,652-54.5% | $78,778-42.4% | $147,584-69.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 11.08% | 47.28%-36.2pp | 35.62%-24.5pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,679 | $2,796-40.0% | $1,986-15.5% | $4,876-65.6% |
| Participant deferral / active EE | $2,907 | $3,664-20.6% | $2,958-1.7% | $5,439-46.5% |
| Admin fee / account holder | $13,118 | $7,155+83.3% | $5,134+155.5% | $10,885+20.5% |