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 | $44,341 | $106,515-58.4% | $96,683-54.1% | $139,434-68.2% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 11.56% | 38.43%-26.9pp | 35.69%-24.1pp | 372.94%-361.4pp |
| Employer contribution / active EE | $2,956 | $4,103-28.0% | $3,737-20.9% | $4,751-37.8% |
| Participant deferral / active EE | $6,026 | $5,454+10.5% | $4,878+23.5% | $6,710-10.2% |
| Admin fee / account holder | $12,373 | $7,877+57.1% | $6,730+83.9% | $11,403+8.5% |