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 | $45,661 | $99,877-54.3% | $84,966-46.3% | $145,922-68.7% |
| Participation rate | 89.5% | 74.1%+15.4pp | 67.5%+22.0pp | 80.3%+9.2pp |
| Annual return | 15.28% | 83.76%-68.5pp | 66.38%-51.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,599 | $3,231-50.5% | $2,727-41.4% | $4,660-65.7% |
| Participant deferral / active EE | $3,121 | $5,291-41.0% | $4,519-30.9% | $6,688-53.3% |
| Admin fee / account holder | $491 | $7,248-93.2% | $6,149-92.0% | $13,397-96.3% |