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 | $53,136 | $99,079-46.4% | $77,999-31.9% | $273,961-80.6% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.5%+18.9pp | 83.0%+11.4pp |
| Annual return | 6.11% | 217.93%-211.8pp | 425.96%-419.9pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,604 | $3,308-51.5% | $2,470-35.1% | $4,869-67.1% |
| Participant deferral / active EE | $2,916 | $4,306-32.3% | $3,497-16.6% | $5,287-44.8% |
| Admin fee / account holder | $4,076 | $8,954-54.5% | $5,480-25.6% | $10,132-59.8% |