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 | $52,422 | $106,515-50.8% | $96,683-45.8% | $139,434-62.4% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 17.03% | 38.43%-21.4pp | 35.69%-18.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,668 | $4,103-35.0% | $3,737-28.6% | $4,751-43.8% |
| Participant deferral / active EE | $3,950 | $5,454-27.6% | $4,878-19.0% | $6,710-41.1% |
| Admin fee / account holder | $1,683 | $7,877-78.6% | $6,730-75.0% | $11,403-85.2% |