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 | $52,686 | $99,079-46.8% | $77,999-32.5% | $273,961-80.8% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | 4.44% | 217.93%-213.5pp | 425.96%-421.5pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,175 | $3,308-64.5% | $2,470-52.4% | $4,869-75.9% |
| Participant deferral / active EE | $1,929 | $4,306-55.2% | $3,497-44.8% | $5,287-63.5% |
| Admin fee / account holder | $6,991 | $8,954-21.9% | $5,480+27.6% | $10,132-31.0% |