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 | $50,122 | $117,841-57.5% | $102,423-51.1% | $145,922-65.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 12.62% | 31.65%-19.0pp | 29.32%-16.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,454 | $3,615-32.1% | $3,023-18.8% | $4,660-47.3% |
| Participant deferral / active EE | $4,915 | $5,731-14.2% | $5,053-2.7% | $6,688-26.5% |
| Admin fee / account holder | $14,963 | $13,326+12.3% | $9,451+58.3% | $13,397+11.7% |