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 | $25,003 | $102,966-75.7% | $90,281-72.3% | $152,861-83.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 14.16% | 95.16%-81.0pp | 78.10%-63.9pp | 345.32%-331.2pp |
| Employer contribution / active EE | $2,817 | $3,139-10.3% | $2,854-1.3% | $4,762-40.9% |
| Participant deferral / active EE | $3,815 | $4,281-10.9% | $3,885-1.8% | $5,850-34.8% |
| Admin fee / account holder | $9,446 | $6,171+53.1% | $5,351+76.5% | $11,596-18.5% |