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 | $32,276 | $102,966-68.7% | $90,281-64.2% | $152,861-78.9% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 34.80% | 95.16%-60.4pp | 78.10%-43.3pp | 345.32%-310.5pp |
| Employer contribution / active EE | $3,652 | $3,139+16.4% | $2,854+27.9% | $4,762-23.3% |
| Participant deferral / active EE | $5,926 | $4,281+38.4% | $3,885+52.5% | $5,850+1.3% |
| Admin fee / account holder | $3,078 | $6,171-50.1% | $5,351-42.5% | $11,596-73.5% |