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 | $34,747 | $102,966-66.3% | $90,281-61.5% | $152,861-77.3% |
| Participation rate | 76.9% | 75.9%+1.1pp | 73.3%+3.7pp | 82.4%-5.5pp |
| Annual return | 18.00% | 95.16%-77.2pp | 78.10%-60.1pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,545 | $3,139-50.8% | $2,854-45.9% | $4,762-67.6% |
| Participant deferral / active EE | $3,446 | $4,281-19.5% | $3,885-11.3% | $5,850-41.1% |
| Admin fee / account holder | $4,070 | $6,171-34.0% | $5,351-23.9% | $11,596-64.9% |