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 | $51,630 | $104,251-50.5% | $91,001-43.3% | $147,584-65.0% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.6%+16.1pp | 82.8%+8.8pp |
| Annual return | 12.46% | 27.06%-14.6pp | 4.60%+7.9pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,912 | $3,116-38.6% | $2,456-22.1% | $4,876-60.8% |
| Participant deferral / active EE | $7,611 | $4,195+81.4% | $3,547+114.6% | $5,439+39.9% |
| Admin fee / account holder | $13,592 | $8,948+51.9% | $5,417+150.9% | $10,885+24.9% |