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 | $39,767 | $102,616-61.2% | $81,983-51.5% | $158,922-75.0% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.2%+10.8pp | 82.0%-2.0pp |
| Annual return | 18.81% | 61.04%-42.2pp | 41.31%-22.5pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,942 | $3,240-40.1% | $2,498-22.3% | $4,761-59.2% |
| Participant deferral / active EE | $5,620 | $4,648+20.9% | $3,722+51.0% | $5,982-6.0% |
| Admin fee / account holder | $644 | $8,235-92.2% | $5,664-88.6% | $11,246-94.3% |