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 | $46,332 | $118,680-61.0% | $98,907-53.2% | $158,922-70.8% |
| Participation rate | 81.8% | 77.8%+4.0pp | 76.0%+5.8pp | 82.0%-0.1pp |
| Annual return | 14.57% | 372.35%-357.8pp | 196.43%-181.9pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,241 | $3,333-32.8% | $2,689-16.7% | $4,761-52.9% |
| Participant deferral / active EE | $3,815 | $5,088-25.0% | $4,244-10.1% | $5,982-36.2% |
| Admin fee / account holder | $1,542 | $10,131-84.8% | $6,642-76.8% | $11,246-86.3% |