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 | $40,651 | $100,773-59.7% | $88,946-54.3% | $142,382-71.4% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 17.03% | 70.18%-53.1pp | 57.82%-40.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,874 | $2,918-1.5% | $2,555+12.5% | $4,299-33.2% |
| Participant deferral / active EE | $3,273 | $5,230-37.4% | $4,581-28.6% | $6,507-49.7% |
| Admin fee / account holder | $4,596 | $9,693-52.6% | $8,261-44.4% | $12,624-63.6% |