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 | $38,750 | $115,770-66.5% | $101,248-61.7% | $158,922-75.6% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 15.48% | 56.14%-40.7pp | 46.47%-31.0pp | 302.83%-287.3pp |
| Employer contribution / active EE | $5,594 | $4,175+34.0% | $3,660+52.9% | $4,761+17.5% |
| Participant deferral / active EE | $7,332 | $4,957+47.9% | $4,370+67.8% | $5,982+22.6% |
| Admin fee / account holder | $6,550 | $7,245-9.6% | $5,945+10.2% | $11,246-41.8% |