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 | $50,906 | $58,828-13.5% | $77,999-34.7% | $62,891-19.1% |
| Participation rate | 80.5% | 71.1%+9.4pp | 75.5%+5.0pp | 69.3%+11.2pp |
| Annual return | 10.49% | 17.16%-6.7pp | 425.96%-415.5pp | 20.14%-9.7pp |
| Employer contribution / active EE | $660 | $1,672-60.5% | $2,470-73.3% | $2,281-71.1% |
| Participant deferral / active EE | $2,002 | $2,686-25.5% | $3,497-42.8% | $3,203-37.5% |
| Admin fee / account holder | $357 | $4,393-91.9% | $5,480-93.5% | $4,296-91.7% |