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 | $32,598 | $102,966-68.3% | $90,281-63.9% | $152,861-78.7% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.4%-12.4pp |
| Annual return | 21.11% | 95.16%-74.1pp | 78.10%-57.0pp | 345.32%-324.2pp |
| Employer contribution / active EE | $3,031 | $3,139-3.4% | $2,854+6.2% | $4,762-36.4% |
| Participant deferral / active EE | $6,706 | $4,281+56.6% | $3,885+72.6% | $5,850+14.6% |
| Admin fee / account holder | $3,898 | $6,171-36.8% | $5,351-27.2% | $11,596-66.4% |