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 | $51,986 | $105,859-50.9% | $90,160-42.3% | $147,584-64.8% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 11.54% | 37.63%-26.1pp | 34.88%-23.3pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,408 | $4,126-41.6% | $3,318-27.4% | $4,876-50.6% |
| Participant deferral / active EE | $6,449 | $5,733+12.5% | $5,288+22.0% | $5,439+18.6% |
| Admin fee / account holder | $30,646 | $8,046+280.9% | $5,943+415.7% | $10,885+181.5% |