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 | $40,533 | $73,933-45.2% | $96,683-58.1% | $75,163-46.1% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 15.42% | 26.70%-11.3pp | 35.69%-20.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $5,145 | $2,928+75.7% | $3,737+37.7% | $2,670+92.7% |
| Participant deferral / active EE | $2,853 | $3,659-22.0% | $4,878-41.5% | $4,125-30.8% |
| Admin fee / account holder | $3,439 | $5,216-34.1% | $6,730-48.9% | $5,651-39.1% |