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 | $40,788 | $102,616-60.3% | $81,983-50.2% | $158,922-74.3% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.2%+23.1pp | 82.0%+10.3pp |
| Annual return | 6.67% | 61.04%-54.4pp | 41.31%-34.6pp | 302.83%-296.2pp |
| Employer contribution / active EE | $2,570 | $3,240-20.7% | $2,498+2.9% | $4,761-46.0% |
| Participant deferral / active EE | $3,155 | $4,648-32.1% | $3,722-15.2% | $5,982-47.3% |
| Admin fee / account holder | $7,928 | $8,235-3.7% | $5,664+40.0% | $11,246-29.5% |