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 | $39,904 | $102,966-61.2% | $90,281-55.8% | $152,861-73.9% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 23.16% | 95.16%-72.0pp | 78.10%-54.9pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,613 | $3,139-16.8% | $2,854-8.5% | $4,762-45.1% |
| Participant deferral / active EE | $2,830 | $4,281-33.9% | $3,885-27.2% | $5,850-51.6% |
| Admin fee / account holder | $872 | $6,171-85.9% | $5,351-83.7% | $11,596-92.5% |