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 | $48,164 | $152,587-68.4% | $125,175-61.5% | $152,861-68.5% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 13.28% | 54.84%-41.6pp | 43.79%-30.5pp | 345.32%-332.0pp |
| Employer contribution / active EE | $2,354 | $4,946-52.4% | $3,865-39.1% | $4,762-50.6% |
| Participant deferral / active EE | $1,786 | $5,868-69.6% | $4,937-63.8% | $5,850-69.5% |
| Admin fee / account holder | $1,109 | $13,434-91.7% | $9,702-88.6% | $11,596-90.4% |