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 | $69,871 | $104,664-33.2% | $85,682-18.5% | $167,490-58.3% |
| Participation rate | 76.9% | 76.4%+0.6pp | 69.9%+7.1pp | 82.1%-5.2pp |
| Annual return | 16.57% | 21.45%-4.9pp | 21.49%-4.9pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,795 | $3,337-46.2% | $2,618-31.5% | $4,837-62.9% |
| Participant deferral / active EE | $3,205 | $4,824-33.6% | $3,923-18.3% | $6,341-49.5% |
| Admin fee / account holder | $4,078 | $10,032-59.4% | $6,873-40.7% | $12,309-66.9% |