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 | $43,504 | $150,187-71.0% | $120,354-63.9% | $145,922-70.2% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 11.42% | 154.07%-142.6pp | 107.15%-95.7pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,122 | $4,348-74.2% | $3,463-67.6% | $4,660-75.9% |
| Participant deferral / active EE | $2,787 | $6,173-54.9% | $4,991-44.2% | $6,688-58.3% |
| Admin fee / account holder | $12,187 | $12,207-0.2% | $9,423+29.3% | $13,397-9.0% |