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 | $51,976 | $99,079-47.5% | $77,999-33.4% | $273,961-81.0% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.5%+17.8pp | 83.0%+10.3pp |
| Annual return | 8.68% | 217.93%-209.3pp | 425.96%-417.3pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,535 | $3,308-53.6% | $2,470-37.9% | $4,869-68.5% |
| Participant deferral / active EE | $3,173 | $4,306-26.3% | $3,497-9.3% | $5,287-40.0% |
| Admin fee / account holder | $1,927 | $8,954-78.5% | $5,480-64.8% | $10,132-81.0% |