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 | $43,694 | $106,515-59.0% | $96,683-54.8% | $139,434-68.7% |
| Participation rate | 81.0% | 77.8%+3.1pp | 74.3%+6.6pp | 80.3%+0.6pp |
| Annual return | 18.16% | 38.43%-20.3pp | 35.69%-17.5pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,607 | $4,103-12.1% | $3,737-3.5% | $4,751-24.1% |
| Participant deferral / active EE | $5,287 | $5,454-3.1% | $4,878+8.4% | $6,710-21.2% |
| Admin fee / account holder | $4,151 | $7,877-47.3% | $6,730-38.3% | $11,403-63.6% |