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 | $42,488 | $149,040-71.5% | $120,225-64.7% | $137,256-69.0% |
| Participation rate | 70.0% | 75.4%-5.4pp | 69.6%+0.4pp | 80.0%-10.0pp |
| Annual return | 17.17% | 605.68%-588.5pp | 439.23%-422.1pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,049 | $4,350-52.9% | $3,475-41.0% | $4,156-50.7% |
| Participant deferral / active EE | $2,925 | $4,655-37.2% | $3,999-26.8% | $6,407-54.3% |
| Admin fee / account holder | $422 | $6,348-93.4% | $5,696-92.6% | $12,270-96.6% |