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 | $32,285 | $99,921-67.7% | $85,009-62.0% | $145,959-77.9% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 14.09% | 83.89%-69.8pp | 66.47%-52.4pp | 561.95%-547.9pp |
| Employer contribution / active EE | $3,190 | $3,233-1.3% | $2,728+16.9% | $4,661-31.5% |
| Participant deferral / active EE | $12,874 | $5,293+143.2% | $4,522+184.7% | $6,689+92.5% |
| Admin fee / account holder | $8,172 | $7,252+12.7% | $6,153+32.8% | $13,398-39.0% |