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 | $45,179 | $78,705-42.6% | $117,854-61.7% | $70,131-35.6% |
| Participation rate | 80.5% | 73.2%+7.3pp | 79.7%+0.9pp | 69.5%+11.0pp |
| Annual return | 15.26% | 23.30%-8.0pp | 335.08%-319.8pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,169 | $2,223-47.4% | $3,786-69.1% | $2,342-50.1% |
| Participant deferral / active EE | $3,203 | $3,297-2.9% | $4,482-28.5% | $3,332-3.9% |
| Admin fee / account holder | $3,794 | $5,065-25.1% | $8,020-52.7% | $4,645-18.3% |