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 | $40,414 | $101,883-60.3% | $453,369-91.1% | $85,850-52.9% |
| Participation rate | 72.3% | 72.3%+0.1pp | 78.0%-5.7pp | 69.3%+3.0pp |
| Annual return | 15.09% | 25.38%-10.3pp | 64.40%-49.3pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,344 | $2,847-17.7% | $4,070-42.4% | $2,565-8.6% |
| Participant deferral / active EE | $4,209 | $4,782-12.0% | $6,209-32.2% | $3,952+6.5% |
| Admin fee / account holder | $8,708 | $5,706+52.6% | $11,209-22.3% | $6,260+39.1% |