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 | $45,560 | $99,921-54.4% | $85,009-46.4% | $145,959-68.8% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 10.17% | 83.89%-73.7pp | 66.47%-56.3pp | 561.95%-551.8pp |
| Employer contribution / active EE | $1,851 | $3,233-42.8% | $2,728-32.2% | $4,661-60.3% |
| Participant deferral / active EE | $2,433 | $5,293-54.0% | $4,522-46.2% | $6,689-63.6% |
| Admin fee / account holder | $5,253 | $7,252-27.6% | $6,153-14.6% | $13,398-60.8% |