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 | $50,497 | $118,450-57.4% | $98,439-48.7% | $139,434-63.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.37% | 18.94%-5.6pp | 21.16%-7.8pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,495 | $3,609-58.6% | $3,048-50.9% | $4,751-68.5% |
| Participant deferral / active EE | $2,990 | $5,392-44.5% | $4,738-36.9% | $6,710-55.4% |
| Admin fee / account holder | $519 | $14,026-96.3% | $8,948-94.2% | $11,403-95.5% |