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 | $42,556 | $96,635-56.0% | $86,612-50.9% | $139,434-69.5% |
| Participation rate | 78.6% | 74.4%+4.2pp | 71.7%+6.9pp | 80.3%-1.7pp |
| Annual return | 16.75% | 106.41%-89.7pp | 591.07%-574.3pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,448 | $3,263-55.6% | $3,022-52.1% | $4,751-69.5% |
| Participant deferral / active EE | $3,297 | $4,836-31.8% | $4,438-25.7% | $6,710-50.9% |
| Admin fee / account holder | $3,555 | $6,408-44.5% | $5,614-36.7% | $11,403-68.8% |