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 | $45,741 | $133,922-65.8% | $116,228-60.6% | $142,382-67.9% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 13.71% | 147.76%-134.0pp | 90.06%-76.3pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,713 | $3,446-21.3% | $2,994-9.4% | $4,299-36.9% |
| Participant deferral / active EE | $3,024 | $5,672-46.7% | $4,953-38.9% | $6,507-53.5% |
| Admin fee / account holder | $10,337 | $14,945-30.8% | $11,989-13.8% | $12,624-18.1% |