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 | $32,672 | $102,616-68.2% | $81,983-60.1% | $158,922-79.4% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.2%+14.1pp | 82.0%+1.4pp |
| Annual return | 9.87% | 61.04%-51.2pp | 41.31%-31.4pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,244 | $3,240-61.6% | $2,498-50.2% | $4,761-73.9% |
| Participant deferral / active EE | $1,632 | $4,648-64.9% | $3,722-56.1% | $5,982-72.7% |
| Admin fee / account holder | $6,049 | $8,235-26.5% | $5,664+6.8% | $11,246-46.2% |