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 | $50,900 | $55,472-8.2% | $155,567-67.3% | $74,546-31.7% |
| Participation rate | 75.2% | 61.9%+13.3pp | 78.2%-2.9pp | 67.2%+8.0pp |
| Annual return | 17.82% | 268.72%-250.9pp | 64.74%-46.9pp | 1366.03%-1348.2pp |
| Employer contribution / active EE | $1,873 | $2,269-17.4% | $4,674-59.9% | $2,624-28.6% |
| Participant deferral / active EE | $4,825 | $2,838+70.0% | $5,628-14.3% | $4,347+11.0% |
| Admin fee / account holder | $5,322 | $1,743+205.4% | $15,916-66.6% | $1,944+173.8% |