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 | $55,260 | $99,652-44.5% | $78,778-29.9% | $147,584-62.6% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.2%+20.8pp | 82.8%+7.2pp |
| Annual return | 11.65% | 47.28%-35.6pp | 35.62%-24.0pp | 578.55%-566.9pp |
| Employer contribution / active EE | $1,554 | $2,796-44.4% | $1,986-21.7% | $4,876-68.1% |
| Participant deferral / active EE | $2,443 | $3,664-33.3% | $2,958-17.4% | $5,439-55.1% |
| Admin fee / account holder | $6,555 | $7,155-8.4% | $5,134+27.7% | $10,885-39.8% |