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 | $40,904 | $86,286-52.6% | $111,297-63.2% | $85,850-52.4% |
| Participation rate | 73.5% | 73.3%+0.2pp | 77.3%-3.8pp | 69.3%+4.2pp |
| Annual return | 12.86% | 19.99%-7.1pp | 54.65%-41.8pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,037 | $2,043-0.3% | $2,731-25.4% | $2,565-20.6% |
| Participant deferral / active EE | $4,542 | $3,641+24.8% | $4,487+1.2% | $3,952+14.9% |
| Admin fee / account holder | $15,337 | $8,188+87.3% | $7,964+92.6% | $6,260+145.0% |