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 | $50,394 | $185,822-72.9% | $169,993-70.4% | $139,434-63.9% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 14.39% | 60.50%-46.1pp | 53.37%-39.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,079 | $7,590-72.6% | $6,785-69.4% | $4,751-56.2% |
| Participant deferral / active EE | $3,149 | $11,622-72.9% | $10,408-69.7% | $6,710-53.1% |
| Admin fee / account holder | $13,765 | $15,381-10.5% | $12,815+7.4% | $11,403+20.7% |