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 | $55,719 | $99,652-44.1% | $78,778-29.3% | $147,584-62.2% |
| Participation rate | 94.7% | 76.2%+18.5pp | 69.2%+25.5pp | 82.8%+11.9pp |
| Annual return | 12.76% | 47.28%-34.5pp | 35.62%-22.9pp | 578.55%-565.8pp |
| Employer contribution / active EE | $845 | $2,796-69.8% | $1,986-57.5% | $4,876-82.7% |
| Participant deferral / active EE | $1,889 | $3,664-48.4% | $2,958-36.2% | $5,439-65.3% |
| Admin fee / account holder | $6,017 | $7,155-15.9% | $5,134+17.2% | $10,885-44.7% |