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 | $44,060 | $98,240-55.2% | $82,313-46.5% | $147,584-70.1% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 21.56% | 30.85%-9.3pp | 25.88%-4.3pp | 578.55%-557.0pp |
| Employer contribution / active EE | $2,125 | $3,192-33.4% | $2,428-12.5% | $4,876-56.4% |
| Participant deferral / active EE | $4,827 | $4,383+10.1% | $3,706+30.3% | $5,439-11.2% |
| Admin fee / account holder | $7,035 | $8,563-17.8% | $5,608+25.5% | $10,885-35.4% |