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 | $60,131 | $102,616-41.4% | $81,983-26.7% | $158,922-62.2% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.2%+10.8pp | 82.0%-2.0pp |
| Annual return | 13.25% | 61.04%-47.8pp | 41.31%-28.1pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,040 | $3,240-37.1% | $2,498-18.4% | $4,761-57.2% |
| Participant deferral / active EE | $5,081 | $4,648+9.3% | $3,722+36.5% | $5,982-15.1% |
| Admin fee / account holder | $382 | $8,235-95.4% | $5,664-93.3% | $11,246-96.6% |