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 | $44,884 | $106,890-58.0% | $84,015-46.6% | $152,861-70.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.4%+3.3pp |
| Annual return | 20.36% | 104.99%-84.6pp | 71.31%-50.9pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,348 | $2,734-50.7% | $1,983-32.0% | $4,762-71.7% |
| Participant deferral / active EE | $3,201 | $4,011-20.2% | $3,239-1.2% | $5,850-45.3% |
| Admin fee / account holder | $1,185 | $8,285-85.7% | $6,101-80.6% | $11,596-89.8% |