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 | $50,414 | $91,037-44.6% | $71,671-29.7% | $147,584-65.8% |
| Participation rate | 82.4% | 76.1%+6.2pp | 68.7%+13.6pp | 82.8%-0.5pp |
| Annual return | 23.76% | 20.48%+3.3pp | 20.65%+3.1pp | 578.55%-554.8pp |
| Employer contribution / active EE | $716 | $3,327-78.5% | $2,460-70.9% | $4,876-85.3% |
| Participant deferral / active EE | $1,798 | $4,498-60.0% | $3,438-47.7% | $5,439-66.9% |
| Admin fee / account holder | $8,124 | $8,613-5.7% | $5,558+46.2% | $10,885-25.4% |