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 | $38,334 | $99,079-61.3% | $77,999-50.9% | $273,961-86.0% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.5%+5.7pp | 83.0%-1.8pp |
| Annual return | 7.18% | 217.93%-210.7pp | 425.96%-418.8pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,002 | $3,308-39.5% | $2,470-18.9% | $4,869-58.9% |
| Participant deferral / active EE | $3,114 | $4,306-27.7% | $3,497-10.9% | $5,287-41.1% |
| Admin fee / account holder | $1,230 | $8,954-86.3% | $5,480-77.6% | $10,132-87.9% |