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 | $45,085 | $118,849-62.1% | $96,562-53.3% | $167,490-73.1% |
| Participation rate | 78.6% | 75.5%+3.1pp | 69.8%+8.8pp | 82.1%-3.5pp |
| Annual return | 13.71% | 50.49%-36.8pp | 37.78%-24.1pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,230 | $3,120-28.5% | $2,356-5.4% | $4,837-53.9% |
| Participant deferral / active EE | $3,117 | $4,616-32.5% | $3,849-19.0% | $6,341-50.8% |
| Admin fee / account holder | $2,826 | $8,065-65.0% | $6,181-54.3% | $12,309-77.0% |