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 | $52,793 | $78,422-32.7% | $95,952-45.0% | $79,858-33.9% |
| Participation rate | 90.3% | 73.5%+16.8pp | 77.1%+13.2pp | 69.6%+20.7pp |
| Annual return | 21.24% | 19.37%+1.9pp | 91.61%-70.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $794 | $1,945-59.2% | $2,541-68.7% | $2,471-67.8% |
| Participant deferral / active EE | $7,100 | $3,440+106.4% | $4,167+70.4% | $3,740+89.8% |
| Admin fee / account holder | $1,508 | $5,622-73.2% | $6,795-77.8% | $5,306-71.6% |