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 | $65,283 | $87,166-25.1% | $76,735-14.9% | $137,256-52.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 13.28% | 26.50%-13.2pp | 29.77%-16.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $675 | $2,904-76.8% | $2,454-72.5% | $4,156-83.8% |
| Participant deferral / active EE | $3,993 | $4,726-15.5% | $4,088-2.3% | $6,407-37.7% |
| Admin fee / account holder | $15,898 | $8,403+89.2% | $7,189+121.1% | $12,270+29.6% |