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 | $47,840 | $99,652-52.0% | $78,778-39.3% | $147,584-67.6% |
| Participation rate | 73.9% | 76.2%-2.3pp | 69.2%+4.7pp | 82.8%-8.9pp |
| Annual return | 8.61% | 47.28%-38.7pp | 35.62%-27.0pp | 578.55%-569.9pp |
| Employer contribution / active EE | $1,304 | $2,796-53.3% | $1,986-34.3% | $4,876-73.3% |
| Participant deferral / active EE | $2,469 | $3,664-32.6% | $2,958-16.5% | $5,439-54.6% |
| Admin fee / account holder | $1,398 | $7,155-80.5% | $5,134-72.8% | $10,885-87.2% |