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 | $42,814 | $102,616-58.3% | $81,983-47.8% | $158,922-73.1% |
| Participation rate | 84.2% | 75.5%+8.7pp | 69.2%+15.0pp | 82.0%+2.3pp |
| Annual return | 14.87% | 61.04%-46.2pp | 41.31%-26.4pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,288 | $3,240-60.2% | $2,498-48.4% | $4,761-72.9% |
| Participant deferral / active EE | $3,854 | $4,648-17.1% | $3,722+3.5% | $5,982-35.6% |
| Admin fee / account holder | $5,701 | $8,235-30.8% | $5,664+0.7% | $11,246-49.3% |