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 | $55,005 | $99,652-44.8% | $78,778-30.2% | $147,584-62.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 12.46% | 47.28%-34.8pp | 35.62%-23.2pp | 578.55%-566.1pp |
| Employer contribution / active EE | $889 | $2,796-68.2% | $1,986-55.2% | $4,876-81.8% |
| Participant deferral / active EE | $3,955 | $3,664+8.0% | $2,958+33.7% | $5,439-27.3% |
| Admin fee / account holder | $10,081 | $7,155+40.9% | $5,134+96.4% | $10,885-7.4% |