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 | $45,010 | $102,966-56.3% | $90,281-50.1% | $152,861-70.6% |
| Participation rate | 76.9% | 75.9%+1.1pp | 73.3%+3.7pp | 82.4%-5.5pp |
| Annual return | 21.29% | 95.16%-73.9pp | 78.10%-56.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,568 | $3,139-18.2% | $2,854-10.0% | $4,762-46.1% |
| Participant deferral / active EE | $6,335 | $4,281+48.0% | $3,885+63.1% | $5,850+8.3% |
| Admin fee / account holder | $3,228 | $6,171-47.7% | $5,351-39.7% | $11,596-72.2% |