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 | $45,797 | $116,167-60.6% | $64,489-29.0% | $137,256-66.6% |
| Participation rate | 84.2% | 68.2%+16.0pp | 67.7%+16.5pp | 80.0%+4.3pp |
| Annual return | 13.48% | 36.55%-23.1pp | 55.03%-41.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,043 | $2,483-17.7% | $1,523+34.1% | $4,156-50.8% |
| Participant deferral / active EE | $3,265 | $4,215-22.5% | $2,778+17.5% | $6,407-49.0% |
| Admin fee / account holder | $8,844 | $6,188+42.9% | $4,260+107.6% | $12,270-27.9% |