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 | $50,741 | $62,132-18.3% | $185,823-72.7% | $73,488-31.0% |
| Participation rate | 94.1% | 67.8%+26.3pp | 78.0%+16.1pp | 70.7%+23.4pp |
| Annual return | 14.49% | 20.44%-5.9pp | 35.95%-21.5pp | 28.51%-14.0pp |
| Employer contribution / active EE | $2,771 | $1,681+64.8% | $4,087-32.2% | $2,270+22.1% |
| Participant deferral / active EE | $5,120 | $3,711+38.0% | $5,632-9.1% | $3,740+36.9% |
| Admin fee / account holder | $3,427 | $419+718.5% | $9,500-63.9% | $513+568.0% |