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 | $60,710 | $112,881-46.2% | $90,951-33.2% | $158,922-61.8% |
| Participation rate | 76.9% | 74.7%+2.2pp | 69.0%+7.9pp | 82.0%-5.0pp |
| Annual return | 15.30% | 215.79%-200.5pp | 134.60%-119.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,340 | $2,893-53.7% | $2,122-36.8% | $4,761-71.9% |
| Participant deferral / active EE | $2,709 | $4,128-34.4% | $3,373-19.7% | $5,982-54.7% |
| Admin fee / account holder | $1,232 | $8,041-84.7% | $5,959-79.3% | $11,246-89.0% |