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 | $38,978 | $78,422-50.3% | $95,952-59.4% | $79,858-51.2% |
| Participation rate | 75.4% | 73.5%+1.9pp | 77.1%-1.7pp | 69.6%+5.7pp |
| Annual return | 14.32% | 19.37%-5.1pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,300 | $1,945-33.2% | $2,541-48.8% | $2,471-47.4% |
| Participant deferral / active EE | $1,643 | $3,440-52.2% | $4,167-60.6% | $3,740-56.1% |
| Admin fee / account holder | $7,497 | $5,622+33.4% | $6,795+10.3% | $5,306+41.3% |