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 | $37,788 | $76,312-50.5% | $67,221-43.8% | $158,922-76.2% |
| Participation rate | 75.0% | 84.3%-9.3pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 11.45% | 22.77%-11.3pp | 20.72%-9.3pp | 302.83%-291.4pp |
| Employer contribution / active EE | $1,653 | $4,476-63.1% | $3,723-55.6% | $4,761-65.3% |
| Participant deferral / active EE | $1,653 | $5,264-68.6% | $4,384-62.3% | $5,982-72.4% |
| Admin fee / account holder | $4,187 | $8,005-47.7% | $5,844-28.4% | $11,246-62.8% |