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 | $44,027 | $99,652-55.8% | $78,778-44.1% | $147,584-70.2% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.2%+2.2pp | 82.8%-11.4pp |
| Annual return | 23.97% | 47.28%-23.3pp | 35.62%-11.6pp | 578.55%-554.6pp |
| Employer contribution / active EE | $1,549 | $2,796-44.6% | $1,986-22.0% | $4,876-68.2% |
| Participant deferral / active EE | $1,800 | $3,664-50.9% | $2,958-39.2% | $5,439-66.9% |
| Admin fee / account holder | $370 | $7,155-94.8% | $5,134-92.8% | $10,885-96.6% |