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 | $47,396 | $111,754-57.6% | $103,333-54.1% | $145,922-67.5% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 17.21% | 24.77%-7.6pp | 24.88%-7.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,410 | $4,212-42.8% | $3,868-37.7% | $4,660-48.3% |
| Participant deferral / active EE | $5,346 | $5,619-4.8% | $5,057+5.7% | $6,688-20.1% |
| Admin fee / account holder | $21,804 | $9,750+123.6% | $8,355+161.0% | $13,397+62.8% |