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 | $39,533 | $69,207-42.9% | $64,056-38.3% | $139,434-71.6% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 19.97% | 45.88%-25.9pp | 33.69%-13.7pp | 372.94%-353.0pp |
| Employer contribution / active EE | $3,962 | $3,182+24.5% | $2,747+44.3% | $4,751-16.6% |
| Participant deferral / active EE | $5,259 | $4,682+12.3% | $3,880+35.5% | $6,710-21.6% |
| Admin fee / account holder | $458 | $4,244-89.2% | $3,068-85.1% | $11,403-96.0% |