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 | $36,575 | $118,849-69.2% | $96,562-62.1% | $167,490-78.2% |
| Participation rate | 71.4% | 75.5%-4.0pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 8.98% | 50.49%-41.5pp | 37.78%-28.8pp | 478.56%-469.6pp |
| Employer contribution / active EE | $1,860 | $3,120-40.4% | $2,356-21.1% | $4,837-61.6% |
| Participant deferral / active EE | $3,850 | $4,616-16.6% | $3,8490% | $6,341-39.3% |
| Admin fee / account holder | $12,604 | $8,065+56.3% | $6,181+103.9% | $12,309+2.4% |