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 | $51,900 | $85,022-39.0% | $70,515-26.4% | $139,434-62.8% |
| Participation rate | 91.7% | 73.9%+17.8pp | 68.3%+23.3pp | 80.3%+11.3pp |
| Annual return | 17.01% | 30.38%-13.4pp | 32.77%-15.8pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,857 | $3,909-52.5% | $2,973-37.5% | $4,751-60.9% |
| Participant deferral / active EE | $6,897 | $5,890+17.1% | $4,567+51.0% | $6,710+2.8% |
| Admin fee / account holder | $2,291 | $8,906-74.3% | $6,412-64.3% | $11,403-79.9% |