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 | $43,587 | $116,175-62.5% | $93,606-53.4% | $152,861-71.5% |
| Participation rate | 86.4% | 78.0%+8.3pp | 75.8%+10.5pp | 82.4%+3.9pp |
| Annual return | 22.48% | 35.96%-13.5pp | 32.76%-10.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,107 | $3,218-34.5% | $2,718-22.5% | $4,762-55.8% |
| Participant deferral / active EE | $4,632 | $4,603+0.6% | $4,069+13.9% | $5,850-20.8% |
| Admin fee / account holder | $739 | $10,748-93.1% | $7,888-90.6% | $11,596-93.6% |