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 | $40,692 | $99,652-59.2% | $78,778-48.3% | $147,584-72.4% |
| Participation rate | 70.0% | 76.2%-6.2pp | 69.2%+0.8pp | 82.8%-12.8pp |
| Annual return | 19.35% | 47.28%-27.9pp | 35.62%-16.3pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,623 | $2,796-42.0% | $1,986-18.3% | $4,876-66.7% |
| Participant deferral / active EE | $2,924 | $3,664-20.2% | $2,958-1.2% | $5,439-46.2% |
| Admin fee / account holder | $2,228 | $7,155-68.9% | $5,134-56.6% | $10,885-79.5% |