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 | $53,836 | $117,841-54.3% | $102,423-47.4% | $145,922-63.1% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 9.73% | 31.65%-21.9pp | 29.32%-19.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,154 | $3,615-68.1% | $3,023-61.8% | $4,660-75.2% |
| Participant deferral / active EE | $2,051 | $5,731-64.2% | $5,053-59.4% | $6,688-69.3% |
| Admin fee / account holder | $7,418 | $13,326-44.3% | $9,451-21.5% | $13,397-44.6% |