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 | $55,094 | $84,696-35.0% | $75,696-27.2% | $167,490-67.1% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.8%+16.1pp | 82.1%+8.8pp |
| Annual return | 26.50% | 199.36%-172.9pp | 104.53%-78.0pp | 478.56%-452.1pp |
| Employer contribution / active EE | $1,906 | $3,230-41.0% | $2,743-30.5% | $4,837-60.6% |
| Participant deferral / active EE | $1,770 | $4,580-61.3% | $3,821-53.7% | $6,341-72.1% |
| Admin fee / account holder | $2,548 | $5,355-52.4% | $3,619-29.6% | $12,309-79.3% |