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 | $44,842 | $133,922-66.5% | $116,228-61.4% | $142,382-68.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 15.76% | 147.76%-132.0pp | 90.06%-74.3pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,979 | $3,446-42.6% | $2,994-33.9% | $4,299-54.0% |
| Participant deferral / active EE | $3,509 | $5,672-38.1% | $4,953-29.2% | $6,507-46.1% |
| Admin fee / account holder | $823 | $14,945-94.5% | $11,989-93.1% | $12,624-93.5% |