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 | $41,419 | $73,933-44.0% | $96,683-57.2% | $75,163-44.9% |
| Participation rate | 70.7% | 66.4%+4.3pp | 74.3%-3.6pp | 67.2%+3.5pp |
| Annual return | 14.65% | 26.70%-12.0pp | 35.69%-21.0pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,461 | $2,928-50.1% | $3,737-60.9% | $2,670-45.3% |
| Participant deferral / active EE | $3,354 | $3,659-8.3% | $4,878-31.2% | $4,125-18.7% |
| Admin fee / account holder | $7,746 | $5,216+48.5% | $6,730+15.1% | $5,651+37.1% |