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 | $45,147 | $99,652-54.7% | $78,778-42.7% | $147,584-69.4% |
| Participation rate | 70.0% | 76.2%-6.2pp | 69.2%+0.8pp | 82.8%-12.8pp |
| Annual return | 12.70% | 47.28%-34.6pp | 35.62%-22.9pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,032 | $2,796-27.3% | $1,986+2.3% | $4,876-58.3% |
| Participant deferral / active EE | $2,993 | $3,664-18.3% | $2,958+1.2% | $5,439-45.0% |
| Admin fee / account holder | $388 | $7,155-94.6% | $5,134-92.5% | $10,885-96.4% |