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 | $45,986 | $102,547-55.2% | $78,210-41.2% | $147,584-68.8% |
| Participation rate | 77.8% | 74.4%+3.4pp | 68.7%+9.0pp | 82.8%-5.1pp |
| Annual return | 11.82% | 51.08%-39.3pp | 40.90%-29.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $2,144 | $2,617-18.1% | $2,034+5.4% | $4,876-56.0% |
| Participant deferral / active EE | $2,585 | $3,481-25.8% | $2,823-8.4% | $5,439-52.5% |
| Admin fee / account holder | $4,298 | $5,059-15.0% | $3,758+14.3% | $10,885-60.5% |