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 | $53,215 | $105,859-49.7% | $90,160-41.0% | $147,584-63.9% |
| Participation rate | 95.8% | 79.7%+16.1pp | 76.9%+19.0pp | 82.8%+13.0pp |
| Annual return | 17.59% | 37.63%-20.0pp | 34.88%-17.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,531 | $4,126-38.6% | $3,318-23.7% | $4,876-48.1% |
| Participant deferral / active EE | $8,350 | $5,733+45.6% | $5,288+57.9% | $5,439+53.5% |
| Admin fee / account holder | $11,288 | $8,046+40.3% | $5,943+89.9% | $10,885+3.7% |