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 | $45,481 | $104,907-56.6% | $84,611-46.2% | $152,861-70.2% |
| Participation rate | 73.9% | 74.8%-0.9pp | 68.2%+5.7pp | 82.4%-8.5pp |
| Annual return | 24.21% | 373.79%-349.6pp | 258.74%-234.5pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,461 | $3,302-55.8% | $2,652-44.9% | $4,762-69.3% |
| Participant deferral / active EE | $3,251 | $4,688-30.7% | $3,899-16.6% | $5,850-44.4% |
| Admin fee / account holder | $1,485 | $6,241-76.2% | $4,912-69.8% | $11,596-87.2% |